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 SOLUTIONS11+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,703 |
MESIROW FINANCIAL INVESTMENT MANAGE11+ years Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $8,143 |
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 | $48,242 | $117,025-58.8% | $91,541-47.3% | $85,563-43.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 13.56% | 18.02%-4.5pp | 20.50%-6.9pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,184 | $2,120-44.1% | $2,505-52.7% | $2,654-55.4% |
| Participant deferral / active EE | $4,360 | $3,446+26.5% | $4,008+8.8% | $4,375-0.3% |
| Admin fee / account holder | $22 | $1,242-98.3% | $6,956-99.7% | $834-97.4% |