See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $24,412 |
DYNAMIC WEALTH ADVISORS2 years Service code 27 · EIN 26-3945512 | Advisory (Plan) | $22,410 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $11,651 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,882 | $72,254-79.4% | $86,677-82.8% | $64,808-77.0% |
| Participation rate | 76.0% | 80.4%-4.4pp | 76.6%-0.6pp | 71.5%+4.5pp |
| Annual return | -14.60% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,128 | $2,393-11.1% | $2,836-25.0% | $2,506-15.1% |
| Participant deferral / active EE | $3,289 | $4,658-29.4% | $4,656-29.3% | $4,310-23.7% |
| Admin fee / account holder | $187 | $174+7.8% | $7,493-97.5% | $188-0.2% |