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 | $28,415 |
DYNAMIC WEALTH ADVISORS1 year Filed as: DYNAMIC WEALTH ADVISORS LLC Service code 27 · EIN 26-3945512 | Advisory (Plan) | $28,286 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $7,919 |
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 | $18,663 | $99,078-81.2% | $96,544-80.7% | $74,419-74.9% |
| Participation rate | 78.7% | 80.7%-2.0pp | 76.0%+2.7pp | 70.7%+8.0pp |
| Annual return | 20.87% | 22.48%-1.6pp | 25.84%-5.0pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,197 | $2,570-14.5% | $2,965-25.9% | $2,637-16.7% |
| Participant deferral / active EE | $3,145 | $4,933-36.3% | $4,851-35.2% | $4,528-30.6% |
| Admin fee / account holder | $158 | $225-29.7% | $8,252-98.1% | $348-54.6% |