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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $11,589 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,505 | $56,317+96.2% | $71,209+55.2% | $74,304+48.7% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 15.63% | 42.83%-27.2pp | 282.51%-266.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $6,926 | $2,160+220.7% | $2,721+154.6% | $2,241+209.0% |
| Participant deferral / active EE | $5,811 | $2,788+108.4% | $4,175+39.2% | $3,767+54.3% |
| Admin fee / account holder | $44 | $2,290-98.1% | $5,349-99.2% | $2,969-98.5% |