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 |
|---|---|---|
Filed as: TRANSAMERICA RETIRE SOLUTIONS LLC Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $48,486 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 22 | Insurance Broker | $14,413 |
ASCENSUS LLC8 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 190D SAUNDERSVILLE ROAD, SUITE 4004 · HENDERSONVILLE, TN 37075 | Recordkeeping | $12,055 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Filed as: RAYMOND JAMES AND ASSC INC. Service code 22 · EIN 59-1199408 913 HARPETH VALLEY PLACE · NASHVILLE, TN 37221 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,698 | $54,517+18.7% | $75,972-14.8% | $74,495-13.2% |
| Participation rate | 59.4% | 60.3%-0.9pp | 69.1%-9.6pp | 67.2%-7.8pp |
| Annual return | 11.38% | 31.82%-20.4pp | 359.55%-348.2pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $546 | $1,777-69.3% | $2,685-79.7% | $2,623-79.2% |
| Participant deferral / active EE | $3,697 | $3,066+20.6% | $4,255-13.1% | $4,346-14.9% |
| Admin fee / account holder | $546 | $2,229-75.5% | $6,467-91.6% | $1,942-71.9% |