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 61-1758632 | Advisory (Plan) | $9,073 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,555 | $55,415-43.1% | $155,509-79.7% | $74,495-57.6% |
| Participation rate | 41.3% | 61.9%-20.6pp | 78.2%-36.8pp | 67.2%-25.9pp |
| Annual return | 10.04% | 268.50%-258.5pp | 64.67%-54.6pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $650 | $2,267-71.4% | $4,672-86.1% | $2,623-75.2% |
| Participant deferral / active EE | $1,135 | $2,836-60.0% | $5,626-79.8% | $4,346-73.9% |
| Admin fee / account holder | $208 | $1,738-88.0% | $15,912-98.7% | $1,942-89.3% |