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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,751 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $150 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,954 | $54,517+0.8% | $75,972-27.7% | $74,495-26.2% |
| Participation rate | 90.0% | 60.3%+29.7pp | 69.1%+20.9pp | 67.2%+22.8pp |
| Annual return | 13.63% | 31.82%-18.2pp | 359.55%-345.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $321 | $1,777-81.9% | $2,685-88.0% | $2,623-87.8% |
| Participant deferral / active EE | $3,234 | $3,066+5.5% | $4,255-24.0% | $4,346-25.6% |
| Admin fee / account holder | $51 | $2,229-97.7% | $6,467-99.2% | $1,942-97.4% |