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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 8488 SHEPHARD FARM DR · WEST CHESTER, OH 45069 | Recordkeeping | $112,649 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $22,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,106 | $45,031-30.9% | $85,009-63.4% | $77,671-60.0% |
| Participation rate | 55.8% | 48.7%+7.1pp | 67.5%-11.7pp | 70.6%-14.8pp |
| Annual return | 15.26% | 79.22%-64.0pp | 66.47%-51.2pp | 31.21%-15.9pp |
| Employer contribution / active EE | $2,120 | $1,609+31.7% | $2,728-22.3% | $2,726-22.2% |
| Participant deferral / active EE | $3,994 | $2,807+42.2% | $4,522-11.7% | $4,648-14.1% |
| Admin fee / account holder | $192 | $912-78.9% | $6,153-96.9% | $430-55.4% |