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 9-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 | $56,467 |
Service code 16 · EIN 47-1966492 | Consulting | $24,489 |
Filed as: EDWARD D JONES & COMPANY Service code 16 · EIN 43-0345811 | Consulting | $14,856 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3194849 | Consulting | $6,271 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,310 | $72,254-13.8% | $86,677-28.1% | $64,808-3.9% |
| Participation rate | 93.4% | 80.4%+13.0pp | 76.6%+16.8pp | 71.5%+21.9pp |
| Annual return | -14.40% | 392.42%-406.8pp | 35.91%-50.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,635 | $2,393-31.7% | $2,836-42.3% | $2,506-34.7% |
| Participant deferral / active EE | $5,365 | $4,658+15.2% | $4,656+15.2% | $4,310+24.5% |
| Admin fee / account holder | $204 | $174+17.4% | $7,493-97.3% | $188+8.7% |