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 Service code 15 · EIN 13-3689044 | Recordkeeping | $30,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $186,267 | $81,625+128.2% | $167,512+11.2% | $74,304+150.7% |
| Participation rate | 64.8% | 60.0%+4.8pp | 77.1%-12.2pp | 60.3%+4.5pp |
| Annual return | 12.04% | 26.09%-14.1pp | 1615.79%-1603.8pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,895 | $2,010-5.7% | $3,882-51.2% | $2,241-15.5% |
| Participant deferral / active EE | $7,260 | $4,115+76.4% | $6,405+13.4% | $3,767+92.7% |
| Admin fee / account holder | $307 | $3,474-91.2% | $9,769-96.9% | $2,969-89.7% |