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 | $49,899 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,610 | $40,385-31.6% | $80,569-65.7% | $74,419-62.9% |
| Participation rate | 76.8% | 47.4%+29.3pp | 67.0%+9.8pp | 70.7%+6.0pp |
| Annual return | 14.43% | 164.85%-150.4pp | 935.43%-921.0pp | 34.38%-20.0pp |
| Employer contribution / active EE | $614 | $1,496-59.0% | $2,723-77.5% | $2,637-76.7% |
| Participant deferral / active EE | $2,027 | $2,674-24.2% | $4,447-54.4% | $4,528-55.2% |
| Admin fee / account holder | $99 | $720-86.3% | $5,377-98.2% | $348-71.6% |