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 4-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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $13,733 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,026 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $4,959 |
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 | $36,861 | $88,083-58.2% | $164,813-77.6% | $74,495-50.5% |
| Participation rate | 83.9% | 73.0%+10.9pp | 78.6%+5.3pp | 67.2%+16.7pp |
| Annual return | 20.14% | 17.26%+2.9pp | 69.93%-49.8pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $2,712 | $2,593+4.6% | $4,341-37.5% | $2,623+3.4% |
| Participant deferral / active EE | $6,269 | $4,498+39.4% | $6,031+3.9% | $4,346+44.3% |
| Admin fee / account holder | $231 | $2,234-89.7% | $12,690-98.2% | $1,942-88.1% |