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 | $10,931 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $6,409 |
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 | $46,704 | $69,823-33.1% | $77,163-39.5% | $74,419-37.2% |
| Participation rate | 91.8% | 70.0%+21.8pp | 69.6%+22.2pp | 70.7%+21.0pp |
| Annual return | 18.84% | 19.98%-1.1pp | 37.87%-19.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $919 | $2,150-57.3% | $2,535-63.7% | $2,637-65.2% |
| Participant deferral / active EE | $3,210 | $3,558-9.8% | $3,833-16.3% | $4,528-29.1% |
| Admin fee / account holder | $23 | $398-94.3% | $5,472-99.6% | $348-93.5% |