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 | $33,700 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS RETIREMENT CONSULTING Service code 15 · EIN 45-0140105 | Recordkeeping | $4,850 |
WOODBURY FINANCIAL SERVICES4 years Service code 22 · EIN 41-0944586 | Insurance Broker | $1,783 |
Filed as: MESIROW FINANCNIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,462 |
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.
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 | $21,831 | $53,165-58.9% | $86,188-74.7% | $74,419-70.7% |
| Participation rate | 45.2% | 64.9%-19.7pp | 69.0%-23.8pp | 70.7%-25.6pp |
| Annual return | 14.47% | 22.64%-8.2pp | 1168.45%-1154.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,209 | $3,234-31.7% | $3,985-44.6% | $4,528-51.2% |
| Admin fee / account holder | $122 | $551-77.9% | $6,852-98.2% | $348-64.9% |