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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $35,379 |
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $9,200 |
Service code 15 · EIN 99-0493155 365 E. AVENIDA DE LOS ARBOLES, #265 · THOUSAND OAKS, CA 91360 | Recordkeeping | $8,330 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,199 | $49,915-33.5% | $154,803-78.6% | $74,304-55.3% |
| Participation rate | 73.1% | 54.0%+19.2pp | 78.1%-5.0pp | 60.3%+12.8pp |
| Annual return | 15.01% | 34.06%-19.0pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $10 | $1,611-99.4% | $4,305-99.8% | $2,241-99.5% |
| Participant deferral / active EE | $1,879 | $2,255-16.7% | $5,540-66.1% | $3,767-50.1% |
| Admin fee / account holder | $221 | $2,189-89.9% | $14,329-98.5% | $2,969-92.6% |