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 | $2,973 |
ASCENSUS LLC2 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 15 · EIN 72-1450587 | Recordkeeping | $1,937 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,464 | $58,879-68.6% | $178,490-89.7% | $73,488-74.9% |
| Participation rate | 69.8% | 66.2%+3.5pp | 81.9%-12.2pp | 70.7%-0.9pp |
| Annual return | 12.88% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $572 | $2,236-74.4% | $5,011-88.6% | $2,270-74.8% |
| Participant deferral / active EE | $1,947 | $2,567-24.2% | $5,202-62.6% | $3,740-47.9% |
| Admin fee / account holder | $33 | $400-91.7% | $13,984-99.8% | $513-93.5% |