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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $17,081 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,938 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,384 | $50,982-3.1% | $154,803-68.1% | $85,563-42.3% |
| Participation rate | 37.9% | 59.8%-21.9pp | 78.1%-40.1pp | 66.0%-28.0pp |
| Annual return | 19.78% | 30.35%-10.6pp | 58.88%-39.1pp | 31.51%-11.7pp |
| Employer contribution / active EE | $246 | $1,708-85.6% | $4,305-94.3% | $2,654-90.7% |
| Participant deferral / active EE | $1,856 | $2,474-25.0% | $5,540-66.5% | $4,375-57.6% |
| Admin fee / account holder | $366 | $846-56.8% | $14,329-97.4% | $834-56.2% |