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 INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $12,991 |
BEACON CAPITAL, LLC2 years Filed as: BEACON CAPITAL LLC Service code 27 · EIN 81-4841158 | Advisory (Plan) | $9,511 |
SUPERIORUSA CORPORATION2 years Filed as: SUPERIORUSA CORP Service code 15 · EIN 41-1913603 525 LAKE AVE SOUTH · DULUTH, MN 55802 | Recordkeeping | $2,530 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $531 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,419 | $28,601-53.1% | $71,735-81.3% | $66,914-79.9% |
| Participation rate | 62.1% | 56.7%+5.4pp | 62.3%-0.2pp | 69.8%-7.7pp |
| Annual return | -22.50% | -10.90%-11.6pp | 9.14%-31.6pp | 1.58%-24.1pp |
| Employer contribution / active EE | $496 | $1,104-55.1% | $1,704-70.9% | $2,544-80.5% |
| Participant deferral / active EE | $1,383 | $1,912-27.6% | $2,658-48.0% | $4,237-67.4% |
| Admin fee / account holder | $162 | $506-67.9% | $3,974-95.9% | $593-72.6% |