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: ACCELERATE RETIREMENT Service code 27 · EIN 92-2678185 | Advisory (Plan) | $15,230 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,071 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,961 | $65,908-80.3% | $81,812-84.2% | $77,643-83.3% |
| Participation rate | 89.1% | 65.8%+23.3pp | 72.3%+16.7pp | 70.6%+18.5pp |
| Annual return | 18.41% | 26.64%-8.2pp | 773.79%-755.4pp | 31.24%-12.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $907 | $3,505-74.1% | $4,319-79.0% | $4,647-80.5% |
| Admin fee / account holder | $53 | $526-89.9% | $7,386-99.3% | $430-87.7% |