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 |
|---|---|---|
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $32,236 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $18,493 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $3,443 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,489 | $62,928-40.4% | $172,739-78.3% | $67,579-44.5% |
| Participation rate | 97.9% | 64.5%+33.5pp | 82.6%+15.3pp | 71.3%+26.6pp |
| Annual return | 26.35% | 30.36%-4.0pp | 802.84%-776.5pp | 378.56%-352.2pp |
| Employer contribution / active EE | $2,634 | $1,636+61.0% | $5,143-48.8% | $2,148+22.6% |
| Participant deferral / active EE | $5,576 | $2,145+160.0% | $5,198+7.3% | $3,539+57.6% |
| Admin fee / account holder | $220 | $167+31.9% | $13,954-98.4% | $142+54.4% |