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 | Distribution (12b-1) fees; Account ma... | $146,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,051 | $36,728-48.1% | $56,411-66.2% | $99,062-80.8% |
| Participation rate | 24.4% | 25.4%-1.0pp | 52.5%-28.1pp | 71.6%-47.2pp |
| Annual return | 10.16% | 14.66%-4.5pp | 1701.33%-1691.2pp | 17.66%-7.5pp |
| Employer contribution / active EE | $220 | $415-46.9% | $1,039-78.8% | $3,262-93.2% |
| Participant deferral / active EE | $753 | $1,058-28.8% | $1,952-61.4% | $5,331-85.9% |
| Admin fee / account holder | $47 | $113-58.2% | $2,829-98.3% | $109-56.6% |