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 C Service code 15 · EIN 13-3689044 | Recordkeeping | $215 |
ALL VALLEY ADMINISTRATORS, LLC1+ years Service code 15 · EIN 77-0536717 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $0 |
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 | $79,406 | $60,165+32.0% | $74,183+7.0% | $55,167+43.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.47% | 10.00%-2.5pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,663 | $1,600+129.0% | $2,370+54.6% | $1,963+86.6% |
| Participant deferral / active EE | $3,221 | $2,973+8.3% | $3,550-9.3% | $3,054+5.5% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |