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 FINACIAL LIFE INSURANC Service code 15 · EIN 36-6071399 | Recordkeeping | $30,309 |
SENTINEL PENSION LLC3 years Filed as: SENTINEL PENSION Service code 15 · EIN 46-0570503 | Recordkeeping | $6,662 |
Filed as: SENTENEL PENSION Service code 15 · EIN 72-0999988 | Recordkeeping | $2,665 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,743 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,680 | $109,817-41.1% | $98,442-34.3% | $167,490-61.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -85.67% | 1956.69%-2042.4pp | 1492.73%-1578.4pp | 478.56%-564.2pp |
| Employer contribution / active EE | $15,654 | $3,224+385.6% | $2,960+428.9% | $4,837+223.6% |
| Participant deferral / active EE | $33,832 | $4,673+624.0% | $4,276+691.2% | $6,341+433.5% |
| Admin fee / account holder | $1,816 | $6,753-73.1% | $5,949-69.5% | $12,309-85.3% |