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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $24,786 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 22 · EIN 20-1741754 | Insurance Broker | $17,031 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,349 | $80,005-69.6% | $140,016-82.6% | $55,725-56.3% |
| Participation rate | 61.4% | 87.0%-25.6pp | 87.5%-26.1pp | 70.9%-9.4pp |
| Annual return | -4.58% | 0.46%-5.0pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $948 | $3,403-72.1% | $5,606-83.1% | $2,078-54.4% |
| Participant deferral / active EE | $4,437 | $5,264-15.7% | $6,927-35.9% | $3,356+32.2% |
| Admin fee / account holder | $117 | $116+0.8% | $10,705-98.9% | $115+1.3% |