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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $27,896 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $16,205 |
EDBERG & PERRY INC1 year Filed as: EDBERG PERRY LLC Service code 15 · EIN 83-2658650 | Recordkeeping | $4,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,692 | $62,603-17.4% | $104,294-50.4% | $66,914-22.7% |
| Participation rate | 97.3% | 59.6%+37.7pp | 73.3%+24.1pp | 69.8%+27.5pp |
| Annual return | -16.87% | -14.70%-2.2pp | 24.61%-41.5pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,920 | $1,972+48.1% | $3,372-13.4% | $2,544+14.8% |
| Participant deferral / active EE | $5,606 | $2,853+96.5% | $4,625+21.2% | $4,237+32.3% |
| Admin fee / account holder | $405 | $656-38.2% | $7,339-94.5% | $593-31.7% |