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 | $4,434 |
THE HASLAUER GROUP, INC.2 years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $2,500 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,774 | $65,061-72.7% | $143,757-87.6% | $66,914-73.4% |
| Participation rate | 70.6% | 65.2%+5.5pp | 80.3%-9.7pp | 69.8%+0.8pp |
| Annual return | -15.88% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $997 | $2,361-57.8% | $4,951-79.9% | $2,544-60.8% |
| Participant deferral / active EE | $2,877 | $2,919-1.4% | $5,637-49.0% | $4,237-32.1% |
| Admin fee / account holder | $57 | $502-88.7% | $14,673-99.6% | $593-90.5% |