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: ALDRICH CPAS ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $17,180 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,561 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,382 | $48,576-39.5% | $169,463-82.7% | $56,287-47.8% |
| Participation rate | 63.1% | 65.8%-2.8pp | 77.8%-14.7pp | 69.9%-6.8pp |
| Annual return | -6.43% | -2.51%-3.9pp | 1.83%-8.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $672 | $1,559-56.9% | $4,159-83.9% | $2,111-68.2% |
| Participant deferral / active EE | $2,201 | $3,275-32.8% | $5,277-58.3% | $3,350-34.3% |
| Admin fee / account holder | $10 | $435-97.7% | $9,109-99.9% | $521-98.1% |