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.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $62,822 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $14,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,395 | $81,474-2.6% | $133,956-40.7% | $73,488+8.0% |
| Participation rate | 81.6% | 76.4%+5.3pp | 79.8%+1.8pp | 70.7%+10.9pp |
| Annual return | 19.37% | 19.40%0pp | 45.09%-25.7pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,040 | $2,209-52.9% | $3,919-73.5% | $2,270-54.2% |
| Participant deferral / active EE | $4,833 | $3,786+27.6% | $5,048-4.3% | $3,740+29.2% |
| Admin fee / account holder | $345 | $713-51.6% | $8,927-96.1% | $513-32.7% |