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 | $34,575 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 17 · EIN 33-0499726 | Pension Consulting | $925 |
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 | $111,927 | $55,002+103.5% | $59,878+86.9% | $56,287+98.9% |
| Participation rate | 98.9% | 75.9%+22.9pp | 74.7%+24.2pp | 69.9%+29.0pp |
| Annual return | -4.29% | 1.13%-5.4pp | 3.46%-7.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $6,773 | $2,448+176.7% | $2,722+148.8% | $2,111+220.8% |
| Participant deferral / active EE | $7,535 | $3,121+141.4% | $3,402+121.5% | $3,350+124.9% |
| Admin fee / account holder | $190 | $236-19.5% | $3,590-94.7% | $521-63.6% |