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 |
|---|---|---|
PORTER & HUNT, LLP1 year Filed as: PORTER & HUNT LLP Service code 10 · EIN 26-0526155 | Accounting | $14,662 |
RETIREMENT STRATEGIES, INC.3+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $13,645 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $3,222 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,712 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,729 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $19,582 | $75,284-74.0% | $91,001-78.5% | $69,631-71.9% |
| Participation rate | 73.6% | 80.4%-6.8pp | 75.6%-2.0pp | 70.7%+2.9pp |
| Annual return | 12.87% | 48.40%-35.5pp | 4.60%+8.3pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $168 | $2,473-93.2% | $2,456-93.2% | $2,032-91.7% |
| Participant deferral / active EE | $1,865 | $3,700-49.6% | $3,547-47.4% | $3,224-42.1% |
| Admin fee / account holder | $40 | $111-63.5% | $5,417-99.3% | $110-63.5% |