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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $26,690 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS RETIREMENT CONSULTING Service code 15 · EIN 45-0140105 | Recordkeeping | $3,300 |
Filed as: MESIROW FINANCNIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,302 | $42,353-47.3% | $79,550-72.0% | $64,808-65.6% |
| Participation rate | 49.0% | 64.8%-15.7pp | 69.5%-20.4pp | 71.5%-22.4pp |
| Annual return | -18.62% | -12.24%-6.4pp | 0.16%-18.8pp | 32.82%-51.4pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,530 | $3,170-20.2% | $3,985-36.5% | $4,310-41.3% |
| Admin fee / account holder | $94 | $160-41.1% | $6,832-98.6% | $188-50.0% |