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 |
|---|---|---|
OSBORNE & ASSOCIATES, INC.1+ years Filed as: OSBORNE & ASSOCIATES INC Service code 15 · EIN 77-0573145 4216 KIERNAN AVENUE, SUITE 201 · MODESTO, CA 95356 | Recordkeeping | $2,925 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 | Insurance Broker | $1,191 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 INSURANCE COMPANY · HARRISON, NY 10528 | Recordkeeping | $1,065 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $627 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 22 · EIN 13-2808480 4804 DEER LAKE DRIVE E 5TH FLOOR · JACKSONVILLE, FL 32246 | Insurance Broker | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,740 | $57,108-67.2% | $94,224-80.1% | $52,331-64.2% |
| Participation rate | 92.4% | 72.9%+19.5pp | 78.8%+13.6pp | 68.1%+24.3pp |
| Annual return | -0.18% | 1.47%-1.6pp | 10.68%-10.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,890 | $1,735+8.9% | $3,587-47.3% | $1,882+0.4% |
| Participant deferral / active EE | $3,105 | $3,040+2.1% | $4,320-28.1% | $3,022+2.7% |
| Admin fee / account holder | $32 | $546-94.2% | $6,269-99.5% | $592-94.6% |