See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON ST. 11TH FLOOR · CHARLOTTE, NC 28081 | Advisory (Plan) | $43,513 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIRMT PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $21,078 |
UNITED BENEFIT PENSIONS INC.10+ years Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $2,925 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,788 | $54,193+74.9% | $93,606+1.3% | $77,643+22.1% |
| Participation rate | 52.4% | 63.9%-11.5pp | 68.7%-16.3pp | 70.6%-18.1pp |
| Annual return | 11.91% | 30.54%-18.6pp | 133.20%-121.3pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,054 | $1,168-9.8% | $2,420-56.5% | $2,726-61.3% |
| Participant deferral / active EE | $4,555 | $3,144+44.9% | $4,411+3.3% | $4,647-2.0% |
| Admin fee / account holder | $369 | $576-35.9% | $8,285-95.5% | $430-14.3% |