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 | $6,456 |
Filed as: TAX SHELTERED COMPENSATION Service code 15 · EIN 41-0955056 | Recordkeeping | $1,150 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $552 |
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.
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 | $44,715 | $59,186-24.4% | $76,768-41.8% | $56,287-20.6% |
| Participation rate | 51.3% | 75.2%-23.9pp | 77.0%-25.6pp | 69.9%-18.5pp |
| Annual return | -2.01% | 6.62%-8.6pp | 2.43%-4.4pp | -9.96%+7.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,297 | $3,255-60.1% | $3,852-66.3% | $3,350-61.3% |
| Admin fee / account holder | $120 | $489-75.5% | $6,675-98.2% | $521-77.0% |