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 SOLUTIONS11+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $34,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,782 | $56,317-48.9% | $71,209-59.6% | $74,304-61.3% |
| Participation rate | 99.2% | 55.1%+44.1pp | 73.8%+25.5pp | 60.3%+38.9pp |
| Annual return | 14.56% | 42.83%-28.3pp | 282.51%-267.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $3,339 | $2,160+54.6% | $2,721+22.7% | $2,241+49.0% |
| Participant deferral / active EE | $2,681 | $2,788-3.8% | $4,175-35.8% | $3,767-28.8% |
| Admin fee / account holder | $166 | $2,290-92.7% | $5,349-96.9% | $2,969-94.4% |