Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 |
|---|---|---|
Service code 27 · EIN 82-4134791 | Advisory (Plan) | $2,054 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,615 |
ANEW 401K TPA LLC1 year Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $1,095 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $68 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,154 | $87,037-95.2% | $106,201-96.1% | $80,874-94.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.40% | 17.05%-1.7pp | 116.26%-100.9pp | 35.62%-20.2pp |
| Employer contribution / active EE | $760 | $2,396-68.3% | $3,170-76.0% | $2,756-72.4% |
| Participant deferral / active EE | $1,995 | $3,986-50.0% | $5,012-60.2% | $4,297-53.6% |
| Admin fee / account holder | $26 | $8,434-99.7% | $11,039-99.8% | $6,935-99.6% |