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.7+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL · CHARLOTTE, NC 28081 | Advisory (Plan) | $55,859 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,430 | $86,655-14.1% | $119,609-37.8% | $66,914+11.2% |
| Participation rate | 92.3% | 75.6%+16.7pp | 79.3%+13.0pp | 69.8%+22.5pp |
| Annual return | -17.68% | -8.00%-9.7pp | -14.97%-2.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,022 | $2,536-20.3% | $4,232-52.2% | $2,544-20.5% |
| Participant deferral / active EE | $5,875 | $4,358+34.8% | $5,602+4.9% | $4,237+38.7% |
| Admin fee / account holder | $296 | $755-60.8% | $10,323-97.1% | $593-50.2% |