See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $14,368 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,983 | $54,573-46.9% | $90,951-68.1% | $73,488-60.6% |
| Participation rate | 61.4% | 61.2%+0.2pp | 69.0%-7.6pp | 70.7%-9.3pp |
| Annual return | 13.98% | 16.69%-2.7pp | 134.60%-120.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,325 | $991+33.6% | $2,122-37.6% | $2,270-41.7% |
| Participant deferral / active EE | $3,441 | $2,517+36.7% | $3,373+2.0% | $3,740-8.0% |
| Admin fee / account holder | $122 | $521-76.5% | $5,959-97.9% | $513-76.1% |