See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,967 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $15,739 |
PENSION INC.2 years Filed as: PENSION INC Service code 15 · EIN 39-1955089 | Recordkeeping | $2,325 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,562 | $76,050-40.1% | $96,544-52.8% | $71,457-36.2% |
| Participation rate | 94.1% | 74.4%+19.7pp | 76.0%+18.2pp | 67.9%+26.2pp |
| Annual return | 18.14% | 22.81%-4.7pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,571 | $2,244+14.6% | $2,965-13.3% | $2,588-0.6% |
| Participant deferral / active EE | $5,033 | $4,215+19.4% | $4,851+3.8% | $4,289+17.4% |
| Admin fee / account holder | $434 | $2,707-84.0% | $8,252-94.7% | $1,587-72.6% |