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 10-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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $158,256 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,151 | $128,899-39.4% | $113,168-30.9% | $102,872-24.0% |
| Participation rate | 98.9% | 87.0%+11.9pp | 76.6%+22.3pp | 73.0%+25.9pp |
| Annual return | 16.25% | 15.88%+0.4pp | 24.27%-8.0pp | 19.06%-2.8pp |
| Employer contribution / active EE | $2,452 | $3,713-34.0% | $2,975-17.6% | $3,526-30.5% |
| Participant deferral / active EE | $6,049 | $6,787-10.9% | $5,107+18.5% | $5,535+9.3% |
| Admin fee / account holder | $82 | $129-36.4% | $12,068-99.3% | $292-71.9% |