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 5-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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $41,110 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $18,914 |
RPA FINANCIAL LLC3 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,599 | $71,050-47.1% | $93,606-59.8% | $80,856-53.5% |
| Participation rate | 88.7% | 60.4%+28.3pp | 68.7%+20.0pp | 67.6%+21.1pp |
| Annual return | 10.36% | 11.26%-0.9pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,448 | $1,564+56.5% | $2,420+1.2% | $2,755-11.1% |
| Participant deferral / active EE | $5,791 | $4,034+43.6% | $4,411+31.3% | $4,296+34.8% |
| Admin fee / account holder | $412 | $6,945-94.1% | $8,285-95.0% | $6,918-94.0% |