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 INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $3,873 |
Service code 15 · EIN 31-1582098 | Recordkeeping | $1,125 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $122 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 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 | $11,963 | $55,453-78.4% | $170,442-93.0% | $62,292-80.8% |
| Participation rate | 53.4% | 66.4%-13.0pp | 83.6%-30.2pp | 69.5%-16.1pp |
| Annual return | 38.57% | 21.38%+17.2pp | 205.93%-167.4pp | 28.90%+9.7pp |
| Employer contribution / active EE | $1,664 | $2,164-23.1% | $5,433-69.4% | $2,042-18.5% |
| Participant deferral / active EE | $2,993 | $2,303+30.0% | $4,939-39.4% | $3,169-5.6% |
| Admin fee / account holder | $62 | $455-86.3% | $13,880-99.6% | $479-87.0% |