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 | $6,824 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $2,220 |
UNIGLOBAL PENSION PLANNING, INC.2+ years Service code 15 · EIN 13-3601506 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Recordkeeping | $1,425 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $103 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,376 | $59,805-89.3% | $79,550-92.0% | $68,494-90.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -4.41% | -12.30%+7.9pp | 0.16%-4.6pp | -7.84%+3.4pp |
| Employer contribution / active EE | $4,968 | $1,505+230.1% | $2,413+105.9% | $2,596+91.3% |
| Participant deferral / active EE | $3,772 | $3,024+24.7% | $3,985-5.3% | $4,027-6.3% |
| Admin fee / account holder | $63 | $4,835-98.7% | $6,832-99.1% | $5,403-98.8% |