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 9-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 | $80,330 |
THAYER PARTNERS LLC7 years Service code 27 · EIN 45-3965574 | Advisory (Plan) | $30,000 |
Filed as: KAHN LITWIN RENZA & CO LTD Service code 10 · EIN 05-0409389 | Accounting | $15,266 |
COMPASS 360, LLC6 years Service code 15 · EIN 81-1939215 | Recordkeeping | $13,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,907 | $50,982+86.2% | $154,803-38.7% | $85,563+10.9% |
| Participation rate | 51.2% | 59.8%-8.6pp | 78.1%-26.8pp | 66.0%-14.7pp |
| Annual return | 23.03% | 30.35%-7.3pp | 58.88%-35.8pp | 31.51%-8.5pp |
| Employer contribution / active EE | $2,121 | $1,708+24.2% | $4,305-50.7% | $2,654-20.1% |
| Participant deferral / active EE | $4,888 | $2,474+97.5% | $5,540-11.8% | $4,375+11.7% |
| Admin fee / account holder | $227 | $846-73.2% | $14,329-98.4% | $834-72.8% |