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 Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $69,015 |
Service code 31 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $29,224 | $37,213-21.5% | $156,549-81.3% | $63,975-54.3% |
| Participation rate | 91.9% | 65.0%+26.9pp | 84.0%+7.9pp | 71.1%+20.7pp |
| Annual return | 11.47% | 47.89%-36.4pp | 32.23%-20.8pp | 48.65%-37.2pp |
| Employer contribution / active EE | $1,853 | $1,357+36.5% | $5,501-66.3% | $2,182-15.1% |
| Participant deferral / active EE | $3,192 | $2,070+54.2% | $4,871-34.5% | $3,356-4.9% |
| Admin fee / account holder | $47 | $56-16.8% | $13,027-99.6% | $70-33.5% |