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 | $16,512 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,063 | $104,475-28.2% | $159,436-52.9% | $79,386-5.4% |
| Participation rate | 51.4% | 76.6%-25.2pp | 82.8%-31.4pp | 70.7%-19.3pp |
| Annual return | 12.59% | 67.95%-55.4pp | 263.57%-251.0pp | 116.85%-104.3pp |
| Employer contribution / active EE | $965 | $3,417-71.8% | $4,829-80.0% | $2,427-60.3% |
| Participant deferral / active EE | $2,892 | $6,467-55.3% | $7,352-60.7% | $4,046-28.5% |
| Admin fee / account holder | $272 | $711-61.8% | $10,799-97.5% | $626-56.6% |