Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,876 | $88,360+25.5% | $145,433-23.8% | $67,986+63.1% |
| Participation rate | 59.3% | 65.5%-6.1pp | 82.1%-22.8pp | 57.2%+2.1pp |
| Annual return | 14.33% | 63.15%-48.8pp | 66.58%-52.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $2,978 | $3,054-2.5% | $4,554-34.6% | $2,019+47.5% |
| Participant deferral / active EE | $5,739 | $5,932-3.3% | $7,897-27.3% | $3,358+70.9% |
| Admin fee / account holder | $404 | $3,313-87.8% | $13,129-96.9% | $3,203-87.4% |