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 | $16,560 |
OSAIC WEALTH INC1 year Service code 10 · EIN 93-0987723 | Accounting | $10,586 |
SOUTH STATE RPS6 years Filed as: SOUTH STATE ADVISORY Service code 15 · EIN 27-1803704 | Recordkeeping | $5,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,515 | $55,415-39.5% | $155,509-78.4% | $74,495-55.0% |
| Participation rate | 80.3% | 61.9%+18.4pp | 78.2%+2.1pp | 67.2%+13.1pp |
| Annual return | 15.29% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $5,572 | $2,267+145.8% | $4,672+19.3% | $2,623+112.4% |
| Participant deferral / active EE | $1,329 | $2,836-53.1% | $5,626-76.4% | $4,346-69.4% |
| Admin fee / account holder | $181 | $1,738-89.6% | $15,912-98.9% | $1,942-90.7% |