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 6-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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $72,502 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 · EIN 81-3989034 | Recordkeeping | $2,762 |
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 | $31,456 | $101,317-69.0% | $146,958-78.6% | $74,495-57.8% |
| Participation rate | 94.3% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 29.80% | 8730.91%-8701.1pp | 418.34%-388.5pp | 1364.94%-1335.1pp |
| Employer contribution / active EE | $3,497 | $3,810-8.2% | $4,933-29.1% | $2,623+33.3% |
| Participant deferral / active EE | $7,385 | $7,303+1.1% | $8,070-8.5% | $4,346+69.9% |
| Admin fee / account holder | $214 | $1,739-87.7% | $12,998-98.4% | $1,942-89.0% |