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 8-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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,652 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,428 |
Annual investment return 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 | $25,505 | $80,724-68.4% | $103,333-75.3% | $74,495-65.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.69% | 27.56%-16.9pp | 24.88%-14.2pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $3,333 | $3,157+5.6% | $3,868-13.8% | $2,623+27.1% |
| Participant deferral / active EE | $4,569 | $3,860+18.4% | $5,057-9.7% | $4,346+5.1% |
| Admin fee / account holder | $241 | $2,368-89.8% | $8,355-97.1% | $1,942-87.6% |