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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11,535 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $7,570 |
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 | $52,796 | $66,457-20.6% | $81,382-35.1% | $77,643-32.0% |
| Participation rate | 93.5% | 68.7%+24.8pp | 69.5%+24.1pp | 70.6%+23.0pp |
| Annual return | 14.75% | 15.93%-1.2pp | 24.73%-10.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $938 | $2,159-56.6% | $2,463-61.9% | $2,726-65.6% |
| Participant deferral / active EE | $3,457 | $3,679-6.0% | $3,883-11.0% | $4,647-25.6% |
| Admin fee / account holder | $25 | $583-95.7% | $5,768-99.6% | $430-94.1% |