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.8+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $55,474 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,134 |
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 | $76,288 | $82,978-8.1% | $129,995-41.3% | $71,457+6.8% |
| Participation rate | 95.6% | 74.1%+21.5pp | 78.5%+17.1pp | 67.9%+27.6pp |
| Annual return | 20.99% | 20.60%+0.4pp | -137.18%+158.2pp | 28.85%-7.9pp |
| Employer contribution / active EE | $1,722 | $2,622-34.3% | $4,320-60.1% | $2,588-33.5% |
| Participant deferral / active EE | $6,129 | $4,432+38.3% | $5,820+5.3% | $4,289+42.9% |
| Admin fee / account holder | $284 | $1,729-83.6% | $10,614-97.3% | $1,587-82.1% |