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 |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $37,843 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,357 |
UNITED RETIREMENT INC2 years Filed as: UNITED RETIREMENT, INC. Service code 15 · EIN 25-1759623 | Recordkeeping | $640 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,064 | $73,638+52.2% | $95,952+16.8% | $73,488+52.5% |
| Participation rate | 81.5% | 76.2%+5.4pp | 77.1%+4.5pp | 70.7%+10.9pp |
| Annual return | 27.97% | 16.78%+11.2pp | 91.61%-63.6pp | 28.51%-0.5pp |
| Employer contribution / active EE | $2,580 | $1,863+38.5% | $2,541+1.5% | $2,270+13.7% |
| Participant deferral / active EE | $6,326 | $3,617+74.9% | $4,167+51.8% | $3,740+69.2% |
| Admin fee / account holder | $27 | $482-94.4% | $6,795-99.6% | $513-94.7% |