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 | $4,678 |
Service code 15 · EIN 84-1096179 | Recordkeeping | $1,200 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,355 | $43,999-65.1% | $79,464-80.7% | $55,725-72.4% |
| Participation rate | 23.4% | 66.9%-43.5pp | 73.3%-49.9pp | 70.9%-47.4pp |
| Annual return | -4.14% | 1.81%-6.0pp | 718.14%-722.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $328 | $1,830-82.1% | $2,800-88.3% | $2,078-84.2% |
| Participant deferral / active EE | $948 | $2,538-62.6% | $3,704-74.4% | $3,356-71.7% |
| Admin fee / account holder | $58 | $118-50.5% | $5,113-98.9% | $115-49.5% |