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 4-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 | $104,728 |
USI CONSULTING GROUP4+ years Filed as: USI SECURITIES INC Service code 22 · EIN 06-1493970 | Insurance Broker | $41,802 |
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 | $59,420 | $98,727-39.8% | $113,168-47.5% | $85,563-30.6% |
| Participation rate | 54.8% | 80.8%-26.1pp | 76.6%-21.8pp | 66.0%-11.2pp |
| Annual return | 19.92% | 17.43%+2.5pp | 24.27%-4.4pp | 31.51%-11.6pp |
| Employer contribution / active EE | $2,140 | $2,907-26.4% | $2,975-28.1% | $2,654-19.3% |
| Participant deferral / active EE | $3,954 | $5,424-27.1% | $5,107-22.6% | $4,375-9.6% |
| Admin fee / account holder | $272 | $357-23.6% | $12,068-97.7% | $834-67.3% |