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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $14,566 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $822 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,766 | $88,083-61.7% | $164,813-79.5% | $74,495-54.7% |
| Participation rate | 45.9% | 73.0%-27.1pp | 78.6%-32.7pp | 67.2%-21.3pp |
| Annual return | 16.17% | 17.26%-1.1pp | 69.93%-53.8pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $950 | $2,593-63.4% | $4,341-78.1% | $2,623-63.8% |
| Participant deferral / active EE | $1,443 | $4,498-67.9% | $6,031-76.1% | $4,346-66.8% |
| Admin fee / account holder | $117 | $2,234-94.8% | $12,690-99.1% | $1,942-94.0% |