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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,096 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $12,569 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,299 | $62,127-48.0% | $81,382-60.3% | $74,495-56.6% |
| Participation rate | 87.1% | 64.0%+23.0pp | 69.5%+17.6pp | 67.2%+19.9pp |
| Annual return | 18.25% | 16.48%+1.8pp | 24.73%-6.5pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $622 | $1,882-67.0% | $2,463-74.8% | $2,623-76.3% |
| Participant deferral / active EE | $2,185 | $3,229-32.3% | $3,883-43.7% | $4,346-49.7% |
| Admin fee / account holder | $211 | $1,934-89.1% | $5,768-96.3% | $1,942-89.1% |