See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $44,666 |
Filed as: MAINSTREET ADVISORS-CHICAGO Service code 27 120 N LA SALLE ST · CHICAGO, IL 60602 | Advisory (Plan) | $2,655 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,062 | $98,982-14.1% | $162,163-47.5% | $65,185+30.5% |
| Participation rate | 84.0% | 85.8%-1.8pp | 87.6%-3.6pp | 70.2%+13.8pp |
| Annual return | 20.62% | 24.84%-4.2pp | 115.59%-95.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,407 | $3,467-59.4% | $5,614-74.9% | $2,177-35.4% |
| Participant deferral / active EE | $2,818 | $5,384-47.7% | $7,298-61.4% | $3,514-19.8% |
| Admin fee / account holder | $330 | $596-44.6% | $10,843-97.0% | $847-61.0% |