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 Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,927 | $54,517-61.6% | $75,972-72.5% | $74,495-71.9% |
| Participation rate | 83.7% | 60.3%+23.4pp | 69.1%+14.6pp | 67.2%+16.5pp |
| Annual return | 14.24% | 31.82%-17.6pp | 359.55%-345.3pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $498 | $1,777-72.0% | $2,685-81.5% | $2,623-81.0% |
| Participant deferral / active EE | $2,472 | $3,066-19.4% | $4,255-41.9% | $4,346-43.1% |
| Admin fee / account holder | $65 | $2,229-97.1% | $6,467-99.0% | $1,942-96.7% |