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 |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $79,759 |
METRO BENEFITS, INC.7+ years Service code 13 THE EXECUTIVE CENTER · PITTSBURGH, PA 15237 | Contract Administrator | $3,270 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,700 |
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 | $198,671 | $61,156+224.9% | $185,823+6.9% | $79,386+150.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.13% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $6,546 | $2,321+182.1% | $5,167+26.7% | $2,427+169.7% |
| Participant deferral / active EE | $5,179 | $2,789+85.7% | $5,568-7.0% | $4,046+28.0% |
| Admin fee / account holder | $390 | $710-45.1% | $16,237-97.6% | $626-37.8% |