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 3-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 FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $37,667 |
Filed as: PINNACLE FINANCIAL SERVICES INC Service code 15 · EIN 59-2438373 | Recordkeeping | $3,450 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194844 | Advisory (Plan) | $1,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,503 | $79,700+4.8% | $153,432-45.6% | $74,546+12.0% |
| Participation rate | 73.6% | 69.8%+3.7pp | 77.1%-3.5pp | 67.2%+6.3pp |
| Annual return | 14.33% | 15.07%-0.7pp | 15.66%-1.3pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $5,597 | $4,016+39.3% | $5,038+11.1% | $2,624+113.3% |
| Participant deferral / active EE | $8,103 | $5,315+52.5% | $6,757+19.9% | $4,347+86.4% |
| Admin fee / account holder | $367 | $1,790-79.5% | $12,725-97.1% | $1,944-81.1% |