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 6-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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,294 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,298 | $64,705-85.6% | $62,929-85.2% | $67,986-86.3% |
| Participation rate | 90.6% | 65.6%+25.0pp | 73.1%+17.5pp | 57.2%+33.4pp |
| Annual return | 14.78% | 20.31%-5.5pp | 1063.93%-1049.2pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,267 | $2,376-46.7% | $2,505-49.4% | $2,019-37.3% |
| Participant deferral / active EE | $2,832 | $3,198-11.5% | $3,888-27.2% | $3,358-15.7% |
| Admin fee / account holder | $50 | $1,428-96.5% | $5,065-99.0% | $3,203-98.4% |