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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $77,201 |
Filed as: EDWARD D JONES & COMPANY Service code 16 · EIN 43-0345811 | Consulting | $49,956 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3194849 | Consulting | $5,144 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,122 | $54,193-3.8% | $93,606-44.3% | $77,643-32.9% |
| Participation rate | 93.9% | 63.9%+30.0pp | 68.7%+25.2pp | 70.6%+23.3pp |
| Annual return | 18.61% | 30.54%-11.9pp | 133.20%-114.6pp | 31.24%-12.6pp |
| Employer contribution / active EE | $581 | $1,168-50.2% | $2,420-76.0% | $2,726-78.7% |
| Participant deferral / active EE | $5,878 | $3,144+87.0% | $4,411+33.2% | $4,647+26.5% |
| Admin fee / account holder | $237 | $576-58.9% | $8,285-97.1% | $430-45.0% |