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 5-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $71,212 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $36,605 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $35,556 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,855 | $185,342-83.4% | $111,297-72.3% | $86,799-64.5% |
| Participation rate | 67.6% | 81.0%-13.4pp | 77.3%-9.7pp | 72.3%-4.7pp |
| Annual return | 233.03% | 500.80%-267.8pp | 54.65%+178.4pp | 97.91%+135.1pp |
| Employer contribution / active EE | $1,337 | $2,246-40.5% | $2,731-51.0% | $2,405-44.4% |
| Participant deferral / active EE | $2,590 | $4,458-41.9% | $4,487-42.3% | $4,131-37.3% |
| Admin fee / account holder | $217 | $255-14.9% | $7,964-97.3% | $170+28.2% |