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 | $35,821 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,067 |
ERISA SERVICES, INC.4+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $2,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,470 | $88,634-58.9% | $101,326-64.0% | $74,304-50.9% |
| Participation rate | 88.5% | 76.9%+11.7pp | 81.5%+7.0pp | 60.3%+28.2pp |
| Annual return | 19.07% | 33.10%-14.0pp | 36.82%-17.7pp | 29.43%-10.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,615 | $7,322-9.7% | $7,994-17.3% | $3,767+75.6% |
| Admin fee / account holder | $221 | $2,425-90.9% | $11,185-98.0% | $2,969-92.6% |