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 C Service code 15 · EIN 13-3689044 | Recordkeeping | $6,436 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,217 | $60,165-88.0% | $74,183-90.3% | $55,167-86.9% |
| Participation rate | 88.7% | 74.2%+14.5pp | 76.6%+12.0pp | 69.0%+19.7pp |
| Annual return | 6.49% | 10.00%-3.5pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,320 | $2,973-55.6% | $3,550-62.8% | $3,054-56.8% |
| Admin fee / account holder | $54 | $419-87.2% | $5,586-99.0% | $504-89.3% |