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 9-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.1 year Filed as: WELLS FARGO ADVISORS Service code 25 401 S TRYON ST. 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Directed Trustee | $54,790 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,113 |
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 | $68,033 | $86,332-21.2% | $125,175-45.6% | $65,185+4.4% |
| Participation rate | 86.1% | 75.3%+10.8pp | 79.8%+6.3pp | 70.2%+15.9pp |
| Annual return | 24.92% | 27.43%-2.5pp | 43.79%-18.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,645 | $2,040-19.4% | $3,865-57.5% | $2,177-24.4% |
| Participant deferral / active EE | $4,367 | $3,537+23.5% | $4,937-11.5% | $3,514+24.3% |
| Admin fee / account holder | $295 | $609-51.6% | $9,702-97.0% | $847-65.2% |