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 RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $41,695 |
US BANK3 years Filed as: U.S. BANCORP INSURANCE Service code 22 · EIN 39-1914078 | Insurance Broker | $21,898 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,866 | $64,119-9.8% | $112,228-48.4% | $66,914-13.5% |
| Participation rate | 81.9% | 68.5%+13.4pp | 75.1%+6.8pp | 69.8%+12.1pp |
| Annual return | -14.62% | -13.81%-0.8pp | 27.45%-42.1pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,854 | $3,005-38.3% | $3,635-49.0% | $2,544-27.1% |
| Participant deferral / active EE | $3,431 | $3,693-7.1% | $4,728-27.4% | $4,237-19.0% |
| Admin fee / account holder | $236 | $625-62.3% | $6,410-96.3% | $593-60.3% |