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.8+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 48-1305000 | Advisory (Plan) | $42,213 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,744 |
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 | $247,192 | $65,061+279.9% | $143,757+72.0% | $66,914+269.4% |
| Participation rate | 99.1% | 65.2%+34.0pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -16.94% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $8,323 | $2,361+252.6% | $4,951+68.1% | $2,544+227.1% |
| Participant deferral / active EE | $5,795 | $2,919+98.5% | $5,637+2.8% | $4,237+36.8% |
| Admin fee / account holder | $368 | $502-26.6% | $14,673-97.5% | $593-37.9% |