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 | $36,527 |
BENEFIT ASSOCIATES, INC.2 years Filed as: BENEFIT ASSOCIATES, INC Service code 15 · EIN 95-3775762 | Recordkeeping | $5,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,153 | $80,753+14.1% | $136,294-32.4% | $62,292+47.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.78% | 35.83%-19.1pp | 5155.94%-5139.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $11,266 | $2,884+290.7% | $4,695+139.9% | $2,042+451.7% |
| Participant deferral / active EE | $5,474 | $5,164+6.0% | $6,247-12.4% | $3,169+72.7% |
| Admin fee / account holder | $50 | $525-90.4% | $9,243-99.5% | $479-89.5% |