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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $29,447 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,746 | $60,323-57.3% | $81,812-68.5% | $74,495-65.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.54% | 16.90%-7.4pp | 773.79%-764.3pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $3,466 | $2,620+32.3% | $2,912+19.0% | $2,623+32.1% |
| Participant deferral / active EE | $2,857 | $3,387-15.6% | $4,319-33.8% | $4,346-34.3% |
| Admin fee / account holder | $158 | $1,486-89.3% | $7,386-97.9% | $1,942-91.8% |