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 SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $42,076 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $2,625 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,021 | $62,624-16.9% | $177,989-70.8% | $77,643-33.0% |
| Participation rate | 29.5% | 66.8%-37.4pp | 77.1%-47.6pp | 70.6%-41.1pp |
| Annual return | 15.50% | 16.16%-0.7pp | 294.48%-279.0pp | 31.24%-15.7pp |
| Employer contribution / active EE | $460 | $1,909-75.9% | $3,949-88.3% | $2,726-83.1% |
| Participant deferral / active EE | $2,047 | $4,219-51.5% | $6,276-67.4% | $4,647-55.9% |
| Admin fee / account holder | $283 | $386-26.7% | $10,363-97.3% | $430-34.3% |