See peer percentile detail. $4.99 for your first month.
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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 | $35,527 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $5,491 |
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 | $57,748 | $36,939+56.3% | $80,716-28.5% | $93,030-37.9% |
| Participation rate | 13.2% | 32.6%-19.4pp | 54.2%-41.0pp | 73.9%-60.7pp |
| Annual return | 14.24% | 17.55%-3.3pp | 87.28%-73.0pp | 158.70%-144.5pp |
| Employer contribution / active EE | $294 | $455-35.4% | $1,160-74.7% | $2,706-89.1% |
| Participant deferral / active EE | $617 | $1,044-40.9% | $2,146-71.3% | $4,562-86.5% |
| Admin fee / account holder | $81 | $162-49.7% | $3,380-97.6% | $152-46.4% |