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 |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 10 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Accounting | $96,092 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $920 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,818 | $91,760+227.8% | $156,181+92.6% | $67,986+342.5% |
| Participation rate | 86.2% | 65.0%+21.2pp | 78.8%+7.4pp | 57.2%+29.0pp |
| Annual return | 15.84% | 18.14%-2.3pp | 64.87%-49.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $15,162 | $2,419+526.7% | $4,294+253.1% | $2,019+651.1% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $597 | $3,949-84.9% | $14,586-95.9% | $3,203-81.4% |