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 SOLUTIONS11+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,457 |
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 | $77,698 | $100,923-23.0% | $150,045-48.2% | $74,304+4.6% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.3%+16.2pp | 60.3%+38.2pp |
| Annual return | 16.22% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,223 | $3,463-35.8% | $4,693-52.6% | $2,241-0.8% |
| Participant deferral / active EE | $7,100 | $6,709+5.8% | $7,997-11.2% | $3,767+88.5% |
| Admin fee / account holder | $14 | $2,767-99.5% | $13,435-99.9% | $2,969-99.5% |