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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $49,138 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,462 |
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 | $136,707 | $49,451+176.4% | $79,550+71.9% | $66,914+104.3% |
| Participation rate | 95.4% | 61.3%+34.1pp | 69.5%+25.9pp | 69.8%+25.6pp |
| Annual return | -17.36% | 84.25%-101.6pp | 0.16%-17.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,986 | $1,266+56.9% | $2,413-17.7% | $2,544-21.9% |
| Participant deferral / active EE | $4,283 | $3,159+35.6% | $3,985+7.5% | $4,237+1.1% |
| Admin fee / account holder | $250 | $595-57.9% | $6,832-96.3% | $593-57.8% |