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 10-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $24,350 |
PENSION PLAN SPECIALISTS, PC7+ years Service code 15 · EIN 91-1889112 | Recordkeeping | $11,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,956 | $62,581-48.9% | $124,672-74.4% | $86,799-63.2% |
| Participation rate | 55.3% | 56.9%-1.5pp | 74.6%-19.3pp | 72.3%-17.0pp |
| Annual return | 12.15% | 26.67%-14.5pp | 5142.93%-5130.8pp | 97.91%-85.8pp |
| Employer contribution / active EE | $1,185 | $1,604-26.1% | $3,324-64.4% | $2,405-50.7% |
| Participant deferral / active EE | $1,863 | $2,725-31.6% | $4,614-59.6% | $4,131-54.9% |
| Admin fee / account holder | $44 | $170-74.0% | $7,493-99.4% | $170-74.0% |