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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,819 |
CENTENNIAL SECURITIES1 year Filed as: CENTENNIAL SECURITIES COMPANY INC Service code 27 · EIN 38-2214928 | Advisory (Plan) | $10,571 |
Filed as: EXECUTIVE RETIREMENT PLANS, LLC Service code 15 · EIN 92-1711496 | Recordkeeping | $1,950 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,778 | $66,098+10.1% | $101,794-28.5% | $74,304-2.1% |
| Participation rate | 39.5% | 53.8%-14.3pp | 69.2%-29.7pp | 60.3%-20.9pp |
| Annual return | 14.09% | 19.59%-5.5pp | 30.53%-16.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $230 | $1,082-78.7% | $2,289-90.0% | $2,241-89.7% |
| Participant deferral / active EE | $1,077 | $2,781-61.3% | $4,084-73.6% | $3,767-71.4% |
| Admin fee / account holder | $303 | $4,146-92.7% | $8,777-96.5% | $2,969-89.8% |