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 | $53,505 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 15 · EIN 13-3180178 | Recordkeeping | $13,145 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,070 | $88,083-60.2% | $164,813-78.7% | $74,495-52.9% |
| Participation rate | 59.0% | 73.0%-14.1pp | 78.6%-19.6pp | 67.2%-8.2pp |
| Annual return | 8.36% | 17.26%-8.9pp | 69.93%-61.6pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $505 | $2,593-80.5% | $4,341-88.4% | $2,623-80.8% |
| Participant deferral / active EE | $3,548 | $4,498-21.1% | $6,031-41.2% | $4,346-18.3% |
| Admin fee / account holder | $350 | $2,234-84.3% | $12,690-97.2% | $1,942-82.0% |