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 | $21,118 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,767 | $80,753-55.7% | $136,294-73.8% | $62,292-42.6% |
| Participation rate | 87.3% | 73.5%+13.8pp | 81.9%+5.4pp | 69.5%+17.8pp |
| Annual return | 27.03% | 35.83%-8.8pp | 5155.94%-5128.9pp | 28.90%-1.9pp |
| Employer contribution / active EE | $2,301 | $2,884-20.2% | $4,695-51.0% | $2,042+12.7% |
| Participant deferral / active EE | $4,555 | $5,164-11.8% | $6,247-27.1% | $3,169+43.7% |
| Admin fee / account holder | $139 | $525-73.5% | $9,243-98.5% | $479-71.0% |