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 | $30,153 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $17,395 |
EDBERG & PERRY INC3 years Filed as: EDBERG PERRY LLC Service code 15 · EIN 83-2658650 | Recordkeeping | $2,770 |
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 | $70,474 | $62,327+13.1% | $120,354-41.4% | $74,495-5.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 17.02% | 18.61%-1.6pp | 107.15%-90.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,317 | $1,843+80.0% | $3,463-4.2% | $2,623+26.5% |
| Participant deferral / active EE | $6,426 | $2,893+122.2% | $4,991+28.8% | $4,346+47.9% |
| Admin fee / account holder | $445 | $2,396-81.4% | $9,423-95.3% | $1,942-77.1% |