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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.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $107,225 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $47,833 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $24,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $47,264 | $56,102-15.8% | $101,794-53.6% | $102,872-54.1% |
| Participation rate | 18.0% | 70.4%-52.4pp | 69.2%-51.2pp | 73.0%-55.1pp |
| Annual return | 12.88% | 14.06%-1.2pp | 30.53%-17.6pp | 19.06%-6.2pp |
| Employer contribution / active EE | $665 | $1,380-51.8% | $2,289-71.0% | $3,526-81.2% |
| Participant deferral / active EE | $1,086 | $2,801-61.2% | $4,084-73.4% | $5,535-80.4% |
| Admin fee / account holder | $340 | $262+29.9% | $8,777-96.1% | $292+16.5% |