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 SOLUTION, L Service code 15 · EIN 13-3689044 | Recordkeeping | $135,664 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $113,591 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $37,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,840 | $50,127-22.5% | $149,673-74.1% | $80,160-51.5% |
| Participation rate | 98.2% | 64.3%+34.0pp | 78.8%+19.5pp | 72.9%+25.3pp |
| Annual return | 30.69% | 29.82%+0.9pp | 134.42%-103.7pp | 40.38%-9.7pp |
| Employer contribution / active EE | $4,264 | $1,865+128.7% | $4,818-11.5% | $2,978+43.2% |
| Participant deferral / active EE | $8,126 | $3,194+154.4% | $5,680+43.1% | $5,017+62.0% |
| Admin fee / account holder | $208 | $153+36.1% | $13,210-98.4% | $145+43.4% |