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 13 · EIN 13-3689044 | Contract Administrator | $44,292 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,754 | $34,677-43.0% | $77,024-74.4% | $64,808-69.5% |
| Participation rate | 86.8% | 49.8%+36.9pp | 67.9%+18.9pp | 71.5%+15.3pp |
| Annual return | 25.19% | -5.33%+30.5pp | 42.32%-17.1pp | 32.82%-7.6pp |
| Employer contribution / active EE | $1,533 | $1,370+11.9% | $2,812-45.5% | $2,506-38.8% |
| Participant deferral / active EE | $1,956 | $2,556-23.5% | $4,426-55.8% | $4,310-54.6% |
| Admin fee / account holder | $69 | $179-61.3% | $5,425-98.7% | $188-63.2% |