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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,089 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,491 | $60,323-9.7% | $81,812-33.4% | $74,495-26.9% |
| Participation rate | 79.2% | 62.9%+16.4pp | 72.3%+6.9pp | 67.2%+12.0pp |
| Annual return | 11.17% | 16.90%-5.7pp | 773.79%-762.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,667 | $2,620-36.4% | $2,912-42.8% | $2,623-36.5% |
| Participant deferral / active EE | $2,621 | $3,387-22.6% | $4,319-39.3% | $4,346-39.7% |
| Admin fee / account holder | $93 | $1,486-93.8% | $7,386-98.7% | $1,942-95.2% |