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 ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,736 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $20,323 |
THE PENSION DESIGN GROUP5 years Service code 15 · EIN 46-2028188 | Recordkeeping | $9,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $85,397 | $100,923-15.4% | $150,045-43.1% | $74,304+14.9% |
| Participation rate | 99.3% | 70.1%+29.2pp | 82.3%+16.9pp | 60.3%+38.9pp |
| Annual return | 14.49% | 51.77%-37.3pp | 62.55%-48.1pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,361 | $3,463-60.7% | $4,693-71.0% | $2,241-39.3% |
| Participant deferral / active EE | $5,502 | $6,709-18.0% | $7,997-31.2% | $3,767+46.1% |
| Admin fee / account holder | $344 | $2,767-87.6% | $13,435-97.4% | $2,969-88.4% |