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 | $28,736 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,495 |
ERISA SERVICES, INC.3+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $2,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,074 | $79,013-60.7% | $100,391-69.0% | $74,495-58.3% |
| Participation rate | 87.7% | 79.5%+8.2pp | 81.5%+6.2pp | 67.2%+20.5pp |
| Annual return | 15.82% | 20.41%-4.6pp | 49.20%-33.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,453 | $7,760-16.8% | $8,082-20.2% | $4,346+48.5% |
| Admin fee / account holder | $194 | $1,320-85.3% | $7,899-97.5% | $1,942-90.0% |