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 | $24,545 |
Filed as: ERISA SERVICES OF GEORGIA. LLC Service code 15 · EIN 83-4452620 | Recordkeeping | $3,425 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $647 |
Annual investment return 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.
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 | $19,867 | $99,016-79.9% | $93,789-78.8% | $66,914-70.3% |
| Participation rate | 97.5% | 82.1%+15.3pp | 81.0%+16.5pp | 69.8%+27.7pp |
| Annual return | -18.53% | -14.59%-3.9pp | -11.33%-7.2pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,905 | $4,769-39.1% | $4,323-32.8% | $2,544+14.2% |
| Participant deferral / active EE | $5,406 | $6,689-19.2% | $6,094-11.3% | $4,237+27.6% |
| Admin fee / account holder | $164 | $477-65.5% | $7,195-97.7% | $593-72.3% |