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 | $40,241 |
COHN REZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $38,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,603 | $108,549-49.7% | $156,263-65.1% | $85,563-36.2% |
| Participation rate | 91.4% | 77.1%+14.3pp | 78.9%+12.5pp | 66.0%+25.5pp |
| Annual return | 13.09% | 21.79%-8.7pp | 59.47%-46.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $1,224 | $2,690-54.5% | $4,333-71.8% | $2,654-53.9% |
| Participant deferral / active EE | $4,655 | $4,800-3.0% | $6,158-24.4% | $4,375+6.4% |
| Admin fee / account holder | $44 | $650-93.2% | $14,255-99.7% | $834-94.7% |