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, Service code 15 · EIN 13-3689044 | Recordkeeping | $69,709 |
Service code 27 · EIN 27-3616371 | Advisory (Plan) | $46,769 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $38 |
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 | $125,668 | $101,317+24.0% | $146,958-14.5% | $74,495+68.7% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 13.40% | 8730.91%-8717.5pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,783 | $3,810+25.5% | $4,933-3.0% | $2,623+82.4% |
| Participant deferral / active EE | $6,767 | $7,303-7.3% | $8,070-16.1% | $4,346+55.7% |
| Admin fee / account holder | $857 | $1,739-50.7% | $12,998-93.4% | $1,942-55.9% |