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 | $65,738 |
Service code 27 · EIN 27-3616371 | Advisory (Plan) | $43,958 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $2,414 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $122,282 | $100,923+21.2% | $150,045-18.5% | $74,304+64.6% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.3%+16.1pp | 60.3%+38.1pp |
| Annual return | 13.03% | 51.77%-38.7pp | 62.55%-49.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $7,362 | $3,463+112.6% | $4,693+56.9% | $2,241+228.5% |
| Participant deferral / active EE | $7,758 | $6,709+15.6% | $7,997-3.0% | $3,767+105.9% |
| Admin fee / account holder | $714 | $2,767-74.2% | $13,435-94.7% | $2,969-75.9% |