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 C Service code 15 · EIN 13-3689044 | Recordkeeping | $41,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,539 | $30,599-39.4% | $74,583-75.1% | $57,658-67.8% |
| Participation rate | 38.0% | 49.1%-11.2pp | 68.1%-30.1pp | 70.2%-32.3pp |
| Annual return | 7.94% | 14.24%-6.3pp | 20.47%-12.5pp | 5.13%+2.8pp |
| Employer contribution / active EE | $330 | $1,000-67.0% | $2,525-86.9% | $1,974-83.3% |
| Participant deferral / active EE | $1,006 | $1,805-44.2% | $3,458-70.9% | $3,061-67.1% |
| Admin fee / account holder | $183 | $98+87.1% | $4,138-95.6% | $95+94.0% |