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 11 · EIN 13-3689044 | Actuarial | $683,742 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,500 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $158,848-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 2.33% | 10.71%-8.4pp | 9.49%-7.2pp | 10.71%-8.4pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $24,351-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $28-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |