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 9-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 | $8,477 |
SMA SERVICES, INC.1 year Service code 15 · EIN 15-0868034 | Recordkeeping | $2,200 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,184 | $84,487-61.9% | $125,339-74.3% | $66,914-51.9% |
| Participation rate | 49.6% | 76.4%-26.8pp | 82.4%-32.8pp | 69.8%-20.2pp |
| Annual return | -14.08% | -8.39%-5.7pp | 572.05%-586.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $3,170 | $3,553-10.8% | $4,814-34.2% | $2,544+24.6% |
| Participant deferral / active EE | $4,719 | $6,781-30.4% | $7,446-36.6% | $4,237+11.4% |
| Admin fee / account holder | $126 | $685-81.6% | $10,010-98.7% | $593-78.8% |