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 INS. COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $38,563 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $34,096 |
Service code 15 · EIN 13-3601506 | Recordkeeping | $28,798 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $7,073 |
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).
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 | $75,606 | $53,977+40.1% | $76,080-0.6% | $86,799-12.9% |
| Participation rate | 58.8% | 73.6%-14.8pp | 79.4%-20.6pp | 72.3%-13.5pp |
| Annual return | 16.08% | 14.64%+1.4pp | 42.50%-26.4pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,678 | $2,300+16.4% | $3,962-32.4% | $2,405+11.3% |
| Participant deferral / active EE | $4,893 | $2,980+64.2% | $4,905-0.2% | $4,131+18.5% |
| Admin fee / account holder | $213 | $108+97.1% | $4,883-95.6% | $170+25.4% |