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 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $205,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,711 | $31,741+103.9% | $56,411+14.7% | $199,593-67.6% |
| Participation rate | 52.1% | 32.3%+19.8pp | 52.5%-0.4pp | 72.0%-19.9pp |
| Annual return | 13.39% | 14.72%-1.3pp | 1701.33%-1687.9pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1,722 | $508+239.3% | $1,039+65.8% | $3,034-43.2% |
| Participant deferral / active EE | $3,769 | $1,184+218.3% | $1,952+93.1% | $5,087-25.9% |
| Admin fee / account holder | $132 | $426-69.1% | $2,829-95.3% | $269-50.9% |