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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,019 |
ASCENSUS LLC2+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $1,900 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,495 | $46,297-60.1% | $71,671-74.2% | $62,292-70.3% |
| Participation rate | 35.5% | 60.6%-25.1pp | 68.7%-33.2pp | 69.5%-34.0pp |
| Annual return | 20.47% | 22.32%-1.8pp | 20.65%-0.2pp | 28.90%-8.4pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $873 | $2,235-60.9% | $3,438-74.6% | $3,169-72.4% |
| Admin fee / account holder | $103 | $461-77.5% | $5,558-98.1% | $479-78.4% |