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 | $2,716 |
ANEW 401K TPA LLC1 year Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $425 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $52 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $5,807 | $46,173-87.4% | $170,442-96.6% | $69,631-91.7% |
| Participation rate | 12.8% | 63.9%-51.1pp | 83.6%-70.8pp | 70.7%-57.9pp |
| Annual return | 13.97% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $394 | $2,080-81.1% | $4,939-92.0% | $3,224-87.8% |
| Admin fee / account holder | $57 | $116-50.8% | $13,880-99.6% | $110-48.4% |