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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $22,661 |
BEACON CAPITAL, LLC1 year Filed as: BEACON CAPITAL LLC Service code 27 · EIN 81-4841158 | Advisory (Plan) | $9,536 |
SUPERIORUSA CORPORATION1 year Filed as: SUPERIORUSA CORP Service code 15 · EIN 41-1913603 525 LAKE AVE SOUTH · DULUTH, MN 55802 | Recordkeeping | $1,698 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $600 |
Filed as: CHARLES SCHWAB & CO Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,993 | $39,195-49.0% | $98,755-79.8% | $79,386-74.8% |
| Participation rate | 72.6% | 59.8%+12.8pp | 65.7%+6.9pp | 70.7%+1.9pp |
| Annual return | 14.38% | 19.95%-5.6pp | 49.91%-35.5pp | 116.85%-102.5pp |
| Employer contribution / active EE | $680 | $1,334-49.0% | $2,067-67.1% | $2,427-72.0% |
| Participant deferral / active EE | $1,894 | $2,333-18.8% | $3,035-37.6% | $4,046-53.2% |
| Admin fee / account holder | $203 | $365-44.3% | $4,076-95.0% | $626-67.6% |