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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,179 |
ASCENSUS LLC2+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,100 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,896 | $61,058-93.6% | $71,209-94.5% | $85,563-95.4% |
| Participation rate | 41.0% | 58.6%-17.6pp | 73.8%-32.8pp | 66.0%-25.0pp |
| Annual return | 24.46% | 100.41%-76.0pp | 282.51%-258.1pp | 31.51%-7.1pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,076 | $3,173-66.1% | $4,175-74.2% | $4,375-75.4% |
| Admin fee / account holder | $51 | $855-94.1% | $5,349-99.1% | $834-93.9% |