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 | $35,684 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,332 |
EDBERG & PERRY INC4 years Filed as: EDBERG PERRY LLC Service code 15 · EIN 83-2658650 | Recordkeeping | $2,960 |
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 | $94,714 | $68,914+37.4% | $136,749-30.7% | $74,304+27.5% |
| Participation rate | 96.1% | 51.3%+44.8pp | 72.1%+24.0pp | 60.3%+35.8pp |
| Annual return | 18.24% | 16.34%+1.9pp | 24.33%-6.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $3,644 | $1,561+133.4% | $3,400+7.2% | $2,241+62.6% |
| Participant deferral / active EE | $7,534 | $2,541+196.5% | $4,692+60.6% | $3,767+100.0% |
| Admin fee / account holder | $565 | $3,149-82.1% | $11,386-95.0% | $2,969-81.0% |