See peer percentile detail. $4.99 for your first month.
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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: TRANSAMERCIA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $10,513 |
Service code 15 · EIN 41-0955056 7465 KIRKWOOD CT, STE 200 · MAPLE GROVE, MN 55369 | Recordkeeping | $8,970 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,503 | $70,669-75.2% | $169,368-89.7% | $75,163-76.7% |
| Participation rate | 57.1% | 64.8%-7.6pp | 77.1%-20.0pp | 67.2%-10.0pp |
| Annual return | 14.79% | 36.36%-21.6pp | 405.60%-390.8pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,561 | $2,211-29.4% | $4,013-61.1% | $2,670-41.5% |
| Participant deferral / active EE | $2,710 | $4,311-37.1% | $6,221-56.4% | $4,125-34.3% |
| Admin fee / account holder | $152 | $5,402-97.2% | $9,003-98.3% | $5,651-97.3% |