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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 36-6071399 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $54,442 |
Filed as: PENSION INVESTORS CORP Service code 49 · EIN 59-2166422 | Other Services | $3,444 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,378 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,437 | $91,407-49.2% | $135,903-65.8% | $71,457-35.0% |
| Participation rate | 93.2% | 75.7%+17.6pp | 81.9%+11.3pp | 67.9%+25.3pp |
| Annual return | 14.82% | 29.90%-15.1pp | 68.23%-53.4pp | 28.85%-14.0pp |
| Employer contribution / active EE | $924 | $3,703-75.0% | $4,856-81.0% | $2,588-64.3% |
| Participant deferral / active EE | $4,632 | $7,092-34.7% | $7,758-40.3% | $4,289+8.0% |
| Admin fee / account holder | $273 | $1,266-78.4% | $10,762-97.5% | $1,587-82.8% |