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 | $48,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,420 | $31,741+84.0% | $56,411+3.6% | $199,593-70.7% |
| Participation rate | 12.0% | 32.3%-20.3pp | 52.5%-40.4pp | 72.0%-60.0pp |
| Annual return | 12.35% | 14.72%-2.4pp | 1701.33%-1689.0pp | 34.25%-21.9pp |
| Employer contribution / active EE | $311 | $508-38.7% | $1,039-70.0% | $3,034-89.7% |
| Participant deferral / active EE | $612 | $1,184-48.3% | $1,952-68.7% | $5,087-88.0% |
| Admin fee / account holder | $102 | $426-76.0% | $2,829-96.4% | $269-61.9% |