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.9+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $66,913 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,618 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,978 | $88,083+2.2% | $164,813-45.4% | $74,495+20.8% |
| Participation rate | 97.0% | 73.0%+24.0pp | 78.6%+18.4pp | 67.2%+29.8pp |
| Annual return | 18.16% | 17.26%+0.9pp | 69.93%-51.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,885 | $2,593-27.3% | $4,341-56.6% | $2,623-28.1% |
| Participant deferral / active EE | $5,814 | $4,498+29.3% | $6,031-3.6% | $4,346+33.8% |
| Admin fee / account holder | $316 | $2,234-85.9% | $12,690-97.5% | $1,942-83.7% |