See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,805 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $8,012 |
VALIANT RETIRE INC.4 years Service code 15 · EIN 87-1649469 | Recordkeeping | $7,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,260 | $89,248-45.9% | $136,007-64.5% | $74,495-35.2% |
| Participation rate | 35.9% | 69.4%-33.5pp | 76.5%-40.5pp | 67.2%-31.3pp |
| Annual return | 13.87% | 22.76%-8.9pp | 579.32%-565.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $966 | $2,838-66.0% | $4,217-77.1% | $2,623-63.2% |
| Participant deferral / active EE | $2,162 | $4,598-53.0% | $7,025-69.2% | $4,346-50.3% |
| Admin fee / account holder | $334 | $1,545-78.4% | $6,858-95.1% | $1,942-82.8% |