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 | $22,902 |
Filed as: ERISA SERVICES OF GEORGIA. LLC Service code 15 · EIN 83-4452620 | Recordkeeping | $3,025 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $658 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,269 | $133,040-81.8% | $119,258-79.6% | $79,386-69.4% |
| Participation rate | 93.1% | 80.9%+12.3pp | 82.7%+10.4pp | 70.7%+22.4pp |
| Annual return | 20.15% | 20.05%+0.1pp | 30.69%-10.5pp | 116.85%-96.7pp |
| Employer contribution / active EE | $2,990 | $4,390-31.9% | $4,384-31.8% | $2,427+23.2% |
| Participant deferral / active EE | $6,151 | $6,448-4.6% | $6,111+0.7% | $4,046+52.0% |
| Admin fee / account holder | $182 | $686-73.5% | $7,226-97.5% | $626-70.9% |