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: TRANSAMERICARETIREMENTSOLUTIONSLLC Service code 15 · EIN 13-3689044 | Recordkeeping | $16,394 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $9,781 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,858 | $43,504-29.1% | $68,793-55.1% | $56,287-45.2% |
| Participation rate | 72.1% | 67.8%+4.2pp | 72.2%-0.2pp | 69.9%+2.2pp |
| Annual return | -4.40% | -3.15%-1.3pp | -4.63%+0.2pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,404 | $1,525-7.9% | $2,625-46.5% | $2,111-33.5% |
| Participant deferral / active EE | $2,131 | $2,509-15.1% | $3,311-35.7% | $3,350-36.4% |
| Admin fee / account holder | $249 | $515-51.6% | $5,131-95.1% | $521-52.2% |