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 | $21,818 |
OSAIC WEALTH INC2 years Service code 10 · EIN 93-0987723 | Accounting | $15,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,556 | $49,915-24.8% | $154,803-75.7% | $74,304-49.5% |
| Participation rate | 86.4% | 54.0%+32.4pp | 78.1%+8.3pp | 60.3%+26.0pp |
| Annual return | 14.04% | 34.06%-20.0pp | 58.88%-44.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $6,105 | $1,611+278.9% | $4,305+41.8% | $2,241+172.4% |
| Participant deferral / active EE | $1,535 | $2,255-31.9% | $5,540-72.3% | $3,767-59.3% |
| Admin fee / account holder | $200 | $2,189-90.9% | $14,329-98.6% | $2,969-93.3% |