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: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,699 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,300 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 15 · EIN 93-0998477 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,555 | $78,672+15.1% | $109,143-17.0% | $85,850+5.5% |
| Participation rate | 98.5% | 68.3%+30.2pp | 75.9%+22.6pp | 69.3%+29.1pp |
| Annual return | 13.35% | 25.09%-11.7pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $32,762 | $2,735+1098.0% | $3,722+780.2% | $2,565+1177.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $28 | $5,469-99.5% | $6,752-99.6% | $6,260-99.6% |