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.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $72,963 |
METRO BENEFITS, INC.8+ years Service code 13 THE EXECUTIVE CENTER · PITTSBURGH, PA 15237 | Contract Administrator | $3,987 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,812 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,899 | $65,061+158.1% | $143,757+16.8% | $66,914+150.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -20.19% | -11.14%-9.0pp | -0.04%-20.1pp | 1.58%-21.8pp |
| Employer contribution / active EE | $7,651 | $2,361+224.1% | $4,951+54.5% | $2,544+200.7% |
| Participant deferral / active EE | $5,911 | $2,919+102.5% | $5,637+4.9% | $4,237+39.5% |
| Admin fee / account holder | $381 | $502-24.0% | $14,673-97.4% | $593-35.7% |