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 |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: THE PENSION STUDIO, LLC Service code 15 · EIN 54-2154380 | Recordkeeping | $1,870 |
Filed as: TRANSAMERIAN LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,516 |
Filed as: MESIROW FINANCIALS INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,572 | $55,449-66.5% | $83,848-77.9% | $56,287-67.0% |
| Participation rate | 48.1% | 68.0%-19.9pp | 76.1%-28.0pp | 69.9%-21.7pp |
| Annual return | -7.84% | -1.38%-6.5pp | 850.88%-858.7pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,189 | $2,430-51.1% | $3,631-67.2% | $2,111-43.7% |
| Participant deferral / active EE | $2,584 | $2,935-12.0% | $4,082-36.7% | $3,350-22.9% |
| Admin fee / account holder | $70 | $656-89.3% | $5,478-98.7% | $521-86.5% |