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 | $55,246 |
Service code 22 · EIN 52-2114207 | Insurance Broker | $31,316 |
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 | $53,457 | $38,365+39.3% | $84,611-36.8% | $65,185-18.0% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 24.69% | 32.00%-7.3pp | 258.74%-234.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,905 | $1,258+51.4% | $2,652-28.2% | $2,177-12.5% |
| Participant deferral / active EE | $4,987 | $2,278+118.9% | $3,899+27.9% | $3,514+41.9% |
| Admin fee / account holder | $168 | $451-62.8% | $4,912-96.6% | $847-80.2% |