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 | $8,060 |
BENEFITS ADMINISTRATORS, LLC3 years Service code 15 · EIN 61-1291181 | Recordkeeping | $500 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,098 | $38,365+1.9% | $84,611-53.8% | $65,185-40.0% |
| Participation rate | 44.2% | 55.7%-11.5pp | 68.2%-24.1pp | 70.2%-26.0pp |
| Annual return | 19.55% | 32.00%-12.5pp | 258.74%-239.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $239 | $1,258-81.0% | $2,652-91.0% | $2,177-89.0% |
| Participant deferral / active EE | $1,543 | $2,278-32.3% | $3,899-60.4% | $3,514-56.1% |
| Admin fee / account holder | $113 | $451-75.0% | $4,912-97.7% | $847-86.7% |