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 | $7,898 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $629 |
MAP RETIREMENT, INC.2 years Service code 15 · EIN 39-1884254 | Recordkeeping | $300 |
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 | $19,459 | $65,322-70.2% | $70,449-72.4% | $73,488-73.5% |
| Participation rate | 83.8% | 77.0%+6.8pp | 75.1%+8.7pp | 70.7%+13.1pp |
| Annual return | 13.97% | 15.71%-1.7pp | 109.03%-95.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,318 | $2,460-46.4% | $2,737-51.8% | $2,270-41.9% |
| Participant deferral / active EE | $1,341 | $3,375-60.3% | $3,709-63.8% | $3,740-64.1% |
| Admin fee / account holder | $45 | $214-78.9% | $3,845-98.8% | $513-91.2% |