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 |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $0 |
Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (gener... | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $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 | $52,939 | $65,365-19.0% | $92,893-43.0% | $72,985-27.5% |
| Participation rate | 95.9% | 68.3%+27.6pp | 76.0%+19.9pp | 69.5%+26.4pp |
| Annual return | 17.39% | 42.10%-24.7pp | 109.41%-92.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $3,367 | $2,594+29.8% | $3,653-7.8% | $2,440+38.0% |
| Participant deferral / active EE | $4,516 | $3,128+44.4% | $4,236+6.6% | $3,607+25.2% |
| Admin fee / account holder | $330 | $4,251-92.2% | $5,794-94.3% | $5,124-93.6% |