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: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,810 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $6,108 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,402 | $56,503-25.0% | $70,092-39.5% | $64,808-34.6% |
| Participation rate | 87.8% | 70.5%+17.3pp | 70.5%+17.3pp | 71.5%+16.3pp |
| Annual return | -16.23% | -13.44%-2.8pp | 190.73%-207.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $960 | $2,046-53.1% | $2,559-62.5% | $2,506-61.7% |
| Participant deferral / active EE | $3,426 | $3,389+1.1% | $3,849-11.0% | $4,310-20.5% |
| Admin fee / account holder | $23 | $160-85.9% | $6,267-99.6% | $188-88.0% |