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 15 · EIN 13-3689044 | Recordkeeping | $55,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,815 | $45,031-22.7% | $84,966-59.0% | $77,643-55.2% |
| Participation rate | 69.7% | 48.7%+21.0pp | 67.5%+2.2pp | 70.6%-0.9pp |
| Annual return | 12.61% | 79.22%-66.6pp | 66.38%-53.8pp | 31.24%-18.6pp |
| Employer contribution / active EE | $574 | $1,609-64.4% | $2,727-79.0% | $2,726-79.0% |
| Participant deferral / active EE | $1,895 | $2,807-32.5% | $4,519-58.1% | $4,647-59.2% |
| Admin fee / account holder | $129 | $912-85.8% | $6,149-97.9% | $430-70.0% |