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.6+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $73,462 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,429 |
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 | $98,100 | $93,182+5.3% | $146,665-33.1% | $79,386+23.6% |
| Participation rate | 89.6% | 76.4%+13.2pp | 80.1%+9.6pp | 70.7%+18.9pp |
| Annual return | 16.63% | 21.61%-5.0pp | 22.74%-6.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,612 | $2,420-33.4% | $4,136-61.0% | $2,427-33.6% |
| Participant deferral / active EE | $4,715 | $4,169+13.1% | $5,506-14.4% | $4,046+16.5% |
| Admin fee / account holder | $409 | $585-30.2% | $10,280-96.0% | $626-34.8% |