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 9-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 SOLUTION Service code 15 · EIN 13-3689044 | Recordkeeping | $18,619 |
ELLSWORTH ADVISORS LLC1 year Filed as: ELLSWORTH ADVISORS, LLC Service code 27 · EIN 82-5501752 | Advisory (Plan) | $10,114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,694 | $40,174-73.4% | $84,015-87.3% | $67,579-84.2% |
| Participation rate | 54.0% | 62.7%-8.7pp | 69.0%-15.0pp | 71.3%-17.3pp |
| Annual return | 34.97% | 25.82%+9.2pp | 71.31%-36.3pp | 378.56%-343.6pp |
| Employer contribution / active EE | $2 | $808-99.8% | $1,983-99.9% | $2,148-99.9% |
| Participant deferral / active EE | $2,806 | $2,301+21.9% | $3,239-13.4% | $3,539-20.7% |
| Admin fee / account holder | $80 | $128-38.0% | $6,101-98.7% | $142-44.1% |