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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,116 |
MAP RETIREMENT, INC.1 year Service code 15 · EIN 39-1884254 | Recordkeeping | $900 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $559 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,491 | $60,795-71.2% | $69,455-74.8% | $65,185-73.2% |
| Participation rate | 86.6% | 74.9%+11.7pp | 74.6%+11.9pp | 70.2%+16.4pp |
| Annual return | 19.72% | 17.46%+2.3pp | 28.97%-9.3pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,044 | $2,452-57.4% | $2,779-62.4% | $2,177-52.0% |
| Participant deferral / active EE | $1,293 | $3,162-59.1% | $3,535-63.4% | $3,514-63.2% |
| Admin fee / account holder | $48 | $314-84.7% | $3,839-98.8% | $847-94.3% |