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 7-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $71,093 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $8,990 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,082 |
LPL FINANCIAL5+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,573 | $72,607-70.3% | $90,749-76.2% | $66,914-67.8% |
| Participation rate | 86.9% | 73.7%+13.2pp | 75.7%+11.2pp | 69.8%+17.1pp |
| Annual return | -17.91% | -12.28%-5.6pp | -12.16%-5.7pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,032 | $2,369-56.4% | $2,921-64.7% | $2,544-59.4% |
| Participant deferral / active EE | $2,888 | $3,977-27.4% | $4,564-36.7% | $4,237-31.8% |
| Admin fee / account holder | $344 | $707-51.4% | $8,445-95.9% | $593-42.1% |