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 3-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 | $26,411 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,894 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,587 |
PREMIER PLAN CONSULTANTS1 year Service code 15 · EIN 82-0986372 | Recordkeeping | $1,325 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,382 | $54,701+6.7% | $86,188-32.3% | $71,457-18.3% |
| Participation rate | 37.2% | 60.1%-22.9pp | 69.0%-31.7pp | 67.9%-30.7pp |
| Annual return | 10.98% | 20.06%-9.1pp | 1168.45%-1157.5pp | 28.85%-17.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,468 | $3,108-20.6% | $3,985-38.1% | $4,289-42.4% |
| Admin fee / account holder | $468 | $1,922-75.6% | $6,852-93.2% | $1,587-70.5% |