See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,720 |
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 15 · EIN 86-2963468 | Recordkeeping | $765 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $496 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,937 | $55,415-58.6% | $155,509-85.3% | $74,495-69.2% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 661.75% | 268.50%+393.3pp | 64.67%+597.1pp | 1364.94%-703.2pp |
| Employer contribution / active EE | $2,184 | $2,267-3.7% | $4,672-53.3% | $2,623-16.7% |
| Participant deferral / active EE | $621 | $2,836-78.1% | $5,626-89.0% | $4,346-85.7% |
| Admin fee / account holder | $54 | $1,738-96.9% | $15,912-99.7% | $1,942-97.2% |