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 | $36,851 |
BEACON CAPITAL, LLC5 years Filed as: BEACON CAPITAL LLC Service code 27 · EIN 81-4841158 | Advisory (Plan) | $15,486 |
PARADIGM BENEFITS LLC3 years Filed as: PARADIGM BENEFITS, LLC Service code 15 · EIN 42-1482611 | Recordkeeping | $2,977 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $910 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $4 |
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 | $42,997 | $20,316+111.6% | $66,042-34.9% | $74,304-42.1% |
| Participation rate | 74.8% | 62.8%+12.1pp | 67.5%+7.3pp | 60.3%+14.5pp |
| Annual return | 17.51% | 28.10%-10.6pp | 52.11%-34.6pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,013 | $745+36.0% | $1,579-35.9% | $2,241-54.8% |
| Participant deferral / active EE | $2,909 | $1,615+80.1% | $2,835+2.6% | $3,767-22.8% |
| Admin fee / account holder | $424 | $1,668-74.6% | $5,747-92.6% | $2,969-85.7% |