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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,056 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $11,500 |
Service code 15 · EIN 23-2942715 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Recordkeeping | $4,680 |
Filed as: MESIROW FINANCIAL & INVESTMENT MANA Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,957 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,834 | $96,484-77.4% | $156,263-86.0% | $74,304-70.6% |
| Participation rate | 87.4% | 67.7%+19.8pp | 78.9%+8.5pp | 60.3%+27.1pp |
| Annual return | 14.11% | 17.73%-3.6pp | 59.47%-45.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $784 | $2,528-69.0% | $4,333-81.9% | $2,241-65.0% |
| Participant deferral / active EE | $1,180 | $4,286-72.5% | $6,158-80.8% | $3,767-68.7% |
| Admin fee / account holder | $264 | $3,728-92.9% | $14,255-98.1% | $2,969-91.1% |