See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,492 |
PENSION ASSURANCE LLP8 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 15 · EIN 33-0499726 | Recordkeeping | $4,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,490 | $66,098-52.4% | $101,794-69.1% | $74,304-57.6% |
| Participation rate | 86.9% | 53.8%+33.1pp | 69.2%+17.7pp | 60.3%+26.5pp |
| Annual return | 17.05% | 19.59%-2.5pp | 30.53%-13.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $485 | $1,082-55.1% | $2,289-78.8% | $2,241-78.3% |
| Participant deferral / active EE | $4,464 | $2,781+60.5% | $4,084+9.3% | $3,767+18.5% |
| Admin fee / account holder | $52 | $4,146-98.8% | $8,777-99.4% | $2,969-98.3% |