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 |
|---|---|---|
Filed as: TRANSAMERICA RET. SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $9,476 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $4,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,977 | $129,021-17.9% | $184,203-42.5% | $77,643+36.5% |
| Participation rate | 99.9% | 87.3%+12.5pp | 86.8%+13.0pp | 70.6%+29.3pp |
| Annual return | 18.96% | 33.27%-14.3pp | 28.81%-9.9pp | 31.24%-12.3pp |
| Employer contribution / active EE | $4,179 | $4,413-5.3% | $6,427-35.0% | $2,726+53.3% |
| Participant deferral / active EE | $11,811 | $7,297+61.9% | $9,131+29.3% | $4,647+154.1% |
| Admin fee / account holder | $15 | $254-94.3% | $13,901-99.9% | $430-96.6% |