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 | $72,543 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $9,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,598 | $56,767-35.5% | $101,794-64.0% | $85,563-57.2% |
| Participation rate | 68.8% | 57.6%+11.2pp | 69.2%-0.4pp | 66.0%+2.9pp |
| Annual return | 16.30% | 17.76%-1.5pp | 30.53%-14.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,054 | $1,112-5.2% | $2,289-54.0% | $2,654-60.3% |
| Participant deferral / active EE | $2,763 | $2,720+1.6% | $4,084-32.3% | $4,375-36.8% |
| Admin fee / account holder | $193 | $1,098-82.4% | $8,777-97.8% | $834-76.8% |