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.9+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 48-1305000 | Advisory (Plan) | $45,299 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,847 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,405 | $61,272+344.6% | $149,673+82.0% | $71,457+281.2% |
| Participation rate | 98.3% | 62.5%+35.8pp | 78.8%+19.5pp | 67.9%+30.4pp |
| Annual return | 16.72% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $8,244 | $2,378+246.6% | $4,818+71.1% | $2,588+218.6% |
| Participant deferral / active EE | $6,636 | $2,917+127.5% | $5,680+16.8% | $4,289+54.7% |
| Admin fee / account holder | $369 | $1,261-70.7% | $13,210-97.2% | $1,587-76.8% |