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 6-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 | $87,465 |
THE RETIREMENT ADVANTAGE INC6+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $27,162 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,494 | $82,972-48.8% | $103,374-58.9% | $77,671-45.3% |
| Participation rate | 38.3% | 71.5%-33.3pp | 74.5%-36.2pp | 70.6%-32.3pp |
| Annual return | 14.09% | 19.14%-5.0pp | 24.89%-10.8pp | 31.21%-17.1pp |
| Employer contribution / active EE | $1,354 | $3,554-61.9% | $3,869-65.0% | $2,726-50.3% |
| Participant deferral / active EE | $2,659 | $4,108-35.3% | $5,058-47.4% | $4,648-42.8% |
| Admin fee / account holder | $352 | $639-44.8% | $8,394-95.8% | $430-18.1% |