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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,106 |
MCGREGOR & ASSOCIATES, INC.6 years Service code 15 · EIN 61-1211399 | Recordkeeping | $1,814 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $70,468 | $30,555+130.6% | $80,716-12.7% | $86,799-18.8% |
| Participation rate | 15.1% | 37.2%-22.1pp | 54.2%-39.1pp | 72.3%-57.2pp |
| Annual return | 18.25% | 30.35%-12.1pp | 87.28%-69.0pp | 97.91%-79.7pp |
| Employer contribution / active EE | $525 | $472+11.2% | $1,160-54.7% | $2,405-78.2% |
| Participant deferral / active EE | $963 | $1,050-8.2% | $2,146-55.1% | $4,131-76.7% |
| Admin fee / account holder | $45 | $135-66.4% | $3,380-98.7% | $170-73.2% |