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 | $20,742 |
Filed as: KESTRA ADVISORY SERVICES, LLP Service code 16 · EIN 35-2552359 | Consulting | $12,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,653 | $101,317-5.6% | $146,958-34.9% | $74,495+28.4% |
| Participation rate | 63.4% | 75.5%-12.1pp | 82.2%-18.8pp | 67.2%-3.8pp |
| Annual return | 18.71% | 8730.91%-8712.2pp | 418.34%-399.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $2,325 | $3,810-39.0% | $4,933-52.9% | $2,623-11.3% |
| Participant deferral / active EE | $4,313 | $7,303-40.9% | $8,070-46.6% | $4,346-0.8% |
| Admin fee / account holder | $275 | $1,739-84.2% | $12,998-97.9% | $1,942-85.8% |