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: TRANSAMERCIA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,596 |
Service code 15 · EIN 41-0955056 7465 KIRKWOOD CT, STE 200 · MAPLE GROVE, MN 55369 | Recordkeeping | $1,875 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,150 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $144 |
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.
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 | $11,692 | $73,360-84.1% | $177,989-93.4% | $74,495-84.3% |
| Participation rate | 82.6% | 66.6%+16.0pp | 77.1%+5.5pp | 67.2%+15.4pp |
| Annual return | 11.11% | 17.49%-6.4pp | 294.48%-283.4pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,513 | $2,216-31.8% | $3,949-61.7% | $2,623-42.3% |
| Participant deferral / active EE | $2,293 | $4,513-49.2% | $6,276-63.5% | $4,346-47.2% |
| Admin fee / account holder | $124 | $1,808-93.1% | $10,363-98.8% | $1,942-93.6% |