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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,727 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,045 | $101,499-38.9% | $147,005-57.8% | $74,546-16.8% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.6pp | 67.2%+30.6pp |
| Annual return | 14.53% | 8732.34%-8717.8pp | 418.76%-404.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,296 | $3,811-39.8% | $4,934-53.5% | $2,624-12.5% |
| Participant deferral / active EE | $6,907 | $7,304-5.4% | $8,070-14.4% | $4,347+58.9% |
| Admin fee / account holder | $14 | $1,748-99.2% | $13,006-99.9% | $1,944-99.3% |