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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $8,975 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,773 | $45,031+10.5% | $85,009-41.5% | $77,671-35.9% |
| Participation rate | 9.4% | 48.7%-39.3pp | 67.5%-58.1pp | 70.6%-61.2pp |
| Annual return | 13.36% | 79.22%-65.9pp | 66.47%-53.1pp | 31.21%-17.9pp |
| Employer contribution / active EE | $305 | $1,609-81.0% | $2,728-88.8% | $2,726-88.8% |
| Participant deferral / active EE | $673 | $2,807-76.0% | $4,522-85.1% | $4,648-85.5% |
| Admin fee / account holder | $56 | $912-93.8% | $6,153-99.1% | $430-87.0% |