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 |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $19,505 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $19,267 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $2,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,183 | $65,061-41.3% | $143,757-73.4% | $66,914-42.9% |
| Participation rate | 37.6% | 65.2%-27.6pp | 80.3%-42.7pp | 69.8%-32.2pp |
| Annual return | -15.66% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $334 | $2,361-85.9% | $4,951-93.3% | $2,544-86.9% |
| Participant deferral / active EE | $1,086 | $2,919-62.8% | $5,637-80.7% | $4,237-74.4% |
| Admin fee / account holder | $422 | $502-15.9% | $14,673-97.1% | $593-28.8% |