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 | $29,228 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $16,764 |
EDBERG & PERRY INC2 years Filed as: EDBERG PERRY LLC Service code 15 · EIN 83-2658650 | Recordkeeping | $4,046 |
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 | $54,492 | $57,651-5.5% | $112,229-51.4% | $71,457-23.7% |
| Participation rate | 98.1% | 58.9%+39.1pp | 72.4%+25.6pp | 67.9%+30.2pp |
| Annual return | 16.00% | 18.32%-2.3pp | 30.20%-14.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,100 | $1,913+62.0% | $3,430-9.6% | $2,588+19.8% |
| Participant deferral / active EE | $5,741 | $2,863+100.5% | $4,798+19.6% | $4,289+33.9% |
| Admin fee / account holder | $420 | $1,581-73.4% | $7,748-94.6% | $1,587-73.5% |