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 5-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: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $852 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $171 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $12 |
UNIGLOBAL PENSION PLANNING, INC.1+ years Service code 15 · EIN 13-3601506 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,077 | $59,263-93.1% | $96,562-95.8% | $79,386-94.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 0.00% | 27.07%-27.1pp | 37.78%-37.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $3,569 | $1,216+193.6% | $2,356+51.4% | $2,427+47.0% |
| Participant deferral / active EE | $1,617 | $2,948-45.2% | $3,849-58.0% | $4,046-60.0% |
| Admin fee / account holder | $8 | $658-98.7% | $6,181-99.9% | $626-98.7% |