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 | $45,776 |
THAYER PARTNERS LLC4 years Service code 27 · EIN 45-3965574 | Advisory (Plan) | $30,000 |
EDELSTEIN & COMPANY, LLP1 year Filed as: EDELSTEIN & COMPANY LLP Service code 10 · EIN 04-2442519 | Accounting | $13,175 |
COMPASS3604 years Filed as: COMPASS360 LLC Service code 15 · EIN 81-1939215 | Recordkeeping | $5,325 |
COMPASS 360, LLC3 years Service code 15 | Recordkeeping | $0 |
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 | $59,162 | $46,292+27.8% | $143,757-58.8% | $64,808-8.7% |
| Participation rate | 52.3% | 64.2%-11.9pp | 80.3%-28.0pp | 71.5%-19.1pp |
| Annual return | -14.45% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,676 | $1,910-12.2% | $4,951-66.1% | $2,506-33.1% |
| Participant deferral / active EE | $4,111 | $2,646+55.4% | $5,637-27.1% | $4,310-4.6% |
| Admin fee / account holder | $227 | $154+47.3% | $14,673-98.5% | $188+20.6% |