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 | $29,833 |
Filed as: ERISA SERVICES OF GEORGIA. LLC Service code 15 · EIN 83-4452620 | Recordkeeping | $3,950 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $813 |
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 | $24,138 | $101,955-76.3% | $112,887-78.6% | $71,457-66.2% |
| Participation rate | 95.9% | 82.1%+13.8pp | 80.5%+15.4pp | 67.9%+28.0pp |
| Annual return | 22.38% | 28.92%-6.5pp | 34.10%-11.7pp | 28.85%-6.5pp |
| Employer contribution / active EE | $3,547 | $4,743-25.2% | $4,563-22.3% | $2,588+37.1% |
| Participant deferral / active EE | $6,501 | $6,771-4.0% | $6,513-0.2% | $4,289+51.6% |
| Admin fee / account holder | $169 | $1,395-87.9% | $7,047-97.6% | $1,587-89.4% |