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 LLC4 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $39,990 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $19,950 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,645 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,358 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,023 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,298 | $80,968+54.8% | $96,544+29.8% | $75,163+66.7% |
| Participation rate | 82.7% | 71.8%+10.9pp | 76.0%+6.8pp | 67.2%+15.5pp |
| Annual return | 18.19% | 27.06%-8.9pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,230 | $2,282+85.4% | $2,965+42.7% | $2,670+58.4% |
| Participant deferral / active EE | $10,457 | $3,928+166.2% | $4,851+115.6% | $4,125+153.5% |
| Admin fee / account holder | $620 | $6,724-90.8% | $8,252-92.5% | $5,651-89.0% |