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 9-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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $40,011 |
COMPASS 360, LLC7 years Service code 15 · EIN 81-1939215 | Recordkeeping | $34,523 |
Service code 27 · EIN 82-0775838 | Advisory (Plan) | $31,450 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $30,284 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,095 | $44,960+2.5% | $84,966-45.7% | $74,495-38.1% |
| Participation rate | 50.0% | 49.4%+0.6pp | 67.5%-17.5pp | 67.2%-17.2pp |
| Annual return | -18.22% | 26.24%-44.5pp | 66.38%-84.6pp | 1364.94%-1383.2pp |
| Employer contribution / active EE | $1,380 | $1,457-5.3% | $2,727-49.4% | $2,623-47.4% |
| Participant deferral / active EE | $3,928 | $2,731+43.8% | $4,519-13.1% | $4,346-9.6% |
| Admin fee / account holder | $756 | $2,209-65.8% | $6,149-87.7% | $1,942-61.1% |