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 9-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 |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 16 · EIN 34-1542819 | Consulting | $30,260 |
BDG-CPAS2 years Filed as: BDG CPAS Service code 10 · EIN 22-2625944 | Accounting | $10,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,876 | $100,923+9.9% | $150,045-26.1% | $74,304+49.2% |
| Participation rate | 59.3% | 70.1%-10.7pp | 82.3%-23.0pp | 60.3%-1.0pp |
| Annual return | 14.33% | 51.77%-37.4pp | 62.55%-48.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,978 | $3,463-14.0% | $4,693-36.6% | $2,241+32.9% |
| Participant deferral / active EE | $5,739 | $6,709-14.5% | $7,997-28.2% | $3,767+52.3% |
| Admin fee / account holder | $404 | $2,767-85.4% | $13,435-97.0% | $2,969-86.4% |