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 | $78,324 |
Filed as: TRONCONI, SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $15,199 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $10,444 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,213 |
LPL FINANCIAL6+ 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.
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 | $26,860 | $71,516-62.4% | $98,439-72.7% | $71,457-62.4% |
| Participation rate | 93.5% | 72.7%+20.8pp | 75.2%+18.4pp | 67.9%+25.6pp |
| Annual return | 15.43% | 32.41%-17.0pp | 21.16%-5.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,169 | $2,399-51.3% | $3,048-61.6% | $2,588-54.8% |
| Participant deferral / active EE | $3,372 | $4,109-17.9% | $4,738-28.8% | $4,289-21.4% |
| Admin fee / account holder | $406 | $1,675-75.8% | $8,948-95.5% | $1,587-74.4% |