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 | $67,984-86.3% | $65,493-85.8% | $74,304-87.5% |
| Participation rate | 90.6% | 66.3%+24.3pp | 73.1%+17.5pp | 60.3%+30.2pp |
| Annual return | 14.78% | 19.87%-5.1pp | 982.45%-967.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,267 | $2,491-49.2% | $2,574-50.8% | $2,241-43.5% |
| Participant deferral / active EE | $2,832 | $3,346-15.4% | $3,961-28.5% | $3,767-24.8% |
| Admin fee / account holder | $50 | $1,373-96.4% | $5,028-99.0% | $2,969-98.3% |