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 10-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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $30,080 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FLOOR · CHARLOTTE, NC 28081 | Advisory (Plan) | $22,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,206 | $73,638-23.7% | $95,952-41.4% | $73,488-23.5% |
| Participation rate | 94.4% | 76.2%+18.2pp | 77.1%+17.3pp | 70.7%+23.7pp |
| Annual return | 16.57% | 16.78%-0.2pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,075 | $1,863+11.4% | $2,541-18.3% | $2,270-8.6% |
| Participant deferral / active EE | $4,106 | $3,617+13.5% | $4,167-1.5% | $3,740+9.8% |
| Admin fee / account holder | $264 | $482-45.3% | $6,795-96.1% | $513-48.6% |