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 |
|---|---|---|
Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $15,997 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,318 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $236 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,330 | $55,449-16.4% | $83,848-44.7% | $56,287-17.7% |
| Participation rate | 91.3% | 68.0%+23.3pp | 76.1%+15.1pp | 69.9%+21.4pp |
| Annual return | 68.27% | -1.38%+69.7pp | 850.88%-782.6pp | -9.96%+78.2pp |
| Employer contribution / active EE | $2,681 | $2,430+10.3% | $3,631-26.2% | $2,111+27.0% |
| Participant deferral / active EE | $4,055 | $2,935+38.1% | $4,082-0.7% | $3,350+21.0% |
| Admin fee / account holder | $282 | $656-57.0% | $5,478-94.9% | $521-45.9% |