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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LCC Service code 22 | Insurance Broker | $24,819 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $24,735 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,687 | $46,173-55.2% | $170,442-87.9% | $69,631-70.3% |
| Participation rate | 61.5% | 63.9%-2.4pp | 83.6%-22.1pp | 70.7%-9.2pp |
| Annual return | 13.46% | 21.62%-8.2pp | 205.93%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,508 | $1,610-6.3% | $5,433-72.2% | $2,032-25.8% |
| Participant deferral / active EE | $1,368 | $2,080-34.3% | $4,939-72.3% | $3,224-57.6% |
| Admin fee / account holder | $41 | $116-65.0% | $13,880-99.7% | $110-63.3% |