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 SOLUTIIONS Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $102,536 |
Service code 33 | Securities brokerage; Securities brok... | $1,724 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $105,389 | $54,390+93.8% | $117,039-10.0% | $69,631+51.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 77.2%+22.8pp | 70.7%+29.3pp |
| Annual return | 19.57% | 18.33%+1.2pp | 18.95%+0.6pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $4,614 | $1,357+240.1% | $3,785+21.9% | $2,032+127.0% |
| Participant deferral / active EE | $5,833 | $2,076+181.0% | $3,929+48.5% | $3,224+81.0% |
| Admin fee / account holder | $96 | $98-1.8% | $5,974-98.4% | $110-13.1% |