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 | $9,609 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $3,875 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $411 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,202 | $87,013-81.4% | $106,213-84.7% | $80,856-80.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 75.3%+19.2pp | 67.6%+26.8pp |
| Annual return | 10.45% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,220 | $2,395-7.3% | $3,171-30.0% | $2,755-19.4% |
| Participant deferral / active EE | $3,090 | $3,986-22.5% | $5,016-38.4% | $4,296-28.1% |
| Admin fee / account holder | $116 | $8,431-98.6% | $11,033-99.0% | $6,918-98.3% |