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 | $90,636 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $9,186 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,419 |
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).
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 | $26,923 | $78,485-65.7% | $106,213-74.7% | $74,495-63.9% |
| Participation rate | 93.8% | 72.8%+20.9pp | 75.3%+18.5pp | 67.2%+26.5pp |
| Annual return | 12.53% | 15.95%-3.4pp | 116.14%-103.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,172 | $2,523-53.5% | $3,171-63.0% | $2,623-55.3% |
| Participant deferral / active EE | $3,338 | $4,322-22.8% | $5,016-33.5% | $4,346-23.2% |
| Admin fee / account holder | $348 | $2,232-84.4% | $11,033-96.9% | $1,942-82.1% |