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 | $10,363 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,848 |
UNIGLOBAL PENSION PLANNING, INC.3+ years Service code 15 · EIN 13-3601506 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Recordkeeping | $1,500 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,476 | $65,561-87.1% | $86,188-90.2% | $75,163-88.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.57% | 46.05%-31.5pp | 1168.45%-1153.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,979 | $1,553+156.2% | $2,380+67.2% | $2,670+49.0% |
| Participant deferral / active EE | $3,205 | $3,024+6.0% | $3,985-19.6% | $4,125-22.3% |
| Admin fee / account holder | $75 | $5,474-98.6% | $6,852-98.9% | $5,651-98.7% |