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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,906 |
Service code 15 · EIN 77-0536417 | Recordkeeping | $6,800 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $3,716 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $164 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,110 | $39,898-72.2% | $121,196-90.8% | $55,725-80.1% |
| Participation rate | 95.5% | 61.2%+34.2pp | 71.7%+23.7pp | 70.9%+24.6pp |
| Annual return | -6.23% | -0.96%-5.3pp | 16.93%-23.2pp | 244.93%-251.2pp |
| Employer contribution / active EE | $919 | $1,295-29.0% | $4,022-77.1% | $2,078-55.8% |
| Participant deferral / active EE | $1,226 | $2,439-49.7% | $3,344-63.3% | $3,356-63.5% |
| Admin fee / account holder | $47 | $95-50.4% | $5,019-99.1% | $115-59.1% |