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 7-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 | $18,461 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,870 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,715 | $28,601-17.1% | $71,735-66.9% | $66,914-64.6% |
| Participation rate | 79.7% | 56.7%+23.1pp | 62.3%+17.4pp | 69.8%+9.9pp |
| Annual return | -13.01% | -10.90%-2.1pp | 9.14%-22.2pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,348 | $1,104+22.1% | $1,704-20.9% | $2,544-47.0% |
| Participant deferral / active EE | $2,656 | $1,912+39.0% | $2,658-0.1% | $4,237-37.3% |
| Admin fee / account holder | $242 | $506-52.2% | $3,974-93.9% | $593-59.2% |