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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $15,854 |
Service code 15 · EIN 14-1624930 | Recordkeeping | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,360 | $80,724-2.9% | $103,333-24.2% | $74,495+5.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.40% | 27.56%-14.2pp | 24.88%-11.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $14,212 | $3,157+350.2% | $3,868+267.5% | $2,623+441.8% |
| Participant deferral / active EE | $8,164 | $3,860+111.5% | $5,057+61.4% | $4,346+87.9% |
| Admin fee / account holder | $107 | $2,368-95.5% | $8,355-98.7% | $1,942-94.5% |