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 | Participant communication; Distributi... | $3,237 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,915 | $50,982+45.0% | $154,803-52.3% | $85,563-13.6% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 3.46% | 30.35%-26.9pp | 58.88%-55.4pp | 31.51%-28.1pp |
| Employer contribution / active EE | $3,254 | $1,708+90.5% | $4,305-24.4% | $2,654+22.6% |
| Participant deferral / active EE | $3,829 | $2,474+54.8% | $5,540-30.9% | $4,375-12.5% |
| Admin fee / account holder | $7 | $846-99.2% | $14,329-100.0% | $834-99.2% |