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 | $35,586 |
BEACON CAPITAL, LLC4 years Filed as: BEACON CAPITAL LLC Service code 27 · EIN 81-4841158 | Advisory (Plan) | $13,532 |
PARADIGM BENEFITS LLC2 years Filed as: PARADIGM BENEFITS, LLC Service code 15 · EIN 42-1482611 | Recordkeeping | $6,248 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $786 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,632 | $24,733+36.0% | $69,647-51.7% | $74,495-54.9% |
| Participation rate | 69.9% | 63.5%+6.4pp | 66.5%+3.5pp | 67.2%+2.7pp |
| Annual return | 14.02% | 18.55%-4.5pp | 100.48%-86.5pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $991 | $1,001-1.0% | $1,712-42.1% | $2,623-62.2% |
| Participant deferral / active EE | $2,656 | $1,901+39.7% | $2,886-8.0% | $4,346-38.9% |
| Admin fee / account holder | $407 | $1,892-78.5% | $4,713-91.4% | $1,942-79.1% |