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 SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $25,348 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $9,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,791 | $69,305-61.3% | $82,313-67.5% | $69,631-61.5% |
| Participation rate | 54.4% | 80.3%-25.9pp | 76.9%-22.5pp | 70.7%-16.3pp |
| Annual return | 17.55% | 21.47%-3.9pp | 25.88%-8.3pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $697 | $1,887-63.0% | $2,428-71.3% | $2,032-65.7% |
| Participant deferral / active EE | $2,122 | $3,568-40.5% | $3,706-42.8% | $3,224-34.2% |
| Admin fee / account holder | $145 | $97+49.0% | $5,608-97.4% | $110+31.2% |