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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,273 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,981 |
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT, INC. Service code 15 · EIN 25-1759623 | Recordkeeping | $1,080 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $959 |
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 | $91,943 | $65,376+40.6% | $87,100+5.6% | $65,185+41.0% |
| Participation rate | 76.6% | 75.3%+1.3pp | 76.9%-0.3pp | 70.2%+6.4pp |
| Annual return | 22.99% | 31.27%-8.3pp | 28.19%-5.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,303 | $1,822+26.4% | $2,521-8.7% | $2,177+5.8% |
| Participant deferral / active EE | $5,473 | $3,388+61.5% | $4,049+35.2% | $3,514+55.7% |
| Admin fee / account holder | $42 | $520-91.9% | $7,497-99.4% | $847-95.1% |