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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $52,596 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESRCH AND MANAGE CO, INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $8,257 |
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 | $212,632 | $47,977+343.2% | $154,107+38.0% | $56,287+277.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.26% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $8,156 | $2,169+276.1% | $5,298+54.0% | $2,111+286.4% |
| Participant deferral / active EE | $4,850 | $2,392+102.8% | $5,081-4.5% | $3,350+44.8% |
| Admin fee / account holder | $411 | $438-6.2% | $13,411-96.9% | $521-21.1% |