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 10-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 | $124,896 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $43,840 |
RPA FINANCIAL LLC2 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $11,662 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $4,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,606 | $50,815+115.7% | $155,509-29.5% | $77,643+41.2% |
| Participation rate | 98.1% | 63.1%+35.0pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 13.16% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $6,729 | $1,993+237.7% | $4,672+44.0% | $2,726+146.9% |
| Participant deferral / active EE | $5,335 | $2,822+89.1% | $5,626-5.2% | $4,647+14.8% |
| Admin fee / account holder | $430 | $437-1.5% | $15,912-97.3% | $430-0.1% |