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 | $7,562 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $650 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,561 | $40,479-46.7% | $78,210-72.4% | $62,292-65.4% |
| Participation rate | 67.2% | 54.6%+12.6pp | 68.7%-1.5pp | 69.5%-2.3pp |
| Annual return | 20.70% | 66.31%-45.6pp | 40.90%-20.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,837 | $1,024+79.4% | $2,034-9.6% | $2,042-10.0% |
| Participant deferral / active EE | $2,527 | $1,718+47.1% | $2,823-10.5% | $3,169-20.3% |
| Admin fee / account holder | $81 | $376-78.4% | $3,758-97.8% | $479-83.1% |