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, Service code 15 · EIN 13-3689044 | Recordkeeping | $11,938 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,094 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $1,550 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,378 | $123,793-35.1% | $177,821-54.8% | $79,858+0.7% |
| Participation rate | 76.4% | 84.7%-8.3pp | 87.7%-11.3pp | 69.6%+6.8pp |
| Annual return | 7.65% | 22.82%-15.2pp | 48.32%-40.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,843 | $4,095-55.0% | $5,918-68.9% | $2,471-25.4% |
| Participant deferral / active EE | $3,685 | $5,956-38.1% | $7,714-52.2% | $3,740-1.5% |
| Admin fee / account holder | $185 | $7,243-97.5% | $12,427-98.5% | $5,306-96.5% |