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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $19,580 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,923 | $98,750+15.4% | $149,696-23.9% | $79,858+42.7% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 23.49% | 27.43%-3.9pp | 276.60%-253.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $3,346 | $3,216+4.0% | $4,644-28.0% | $2,471+35.4% |
| Participant deferral / active EE | $8,614 | $5,680+51.7% | $6,842+25.9% | $3,740+130.3% |
| Admin fee / account holder | $234 | $6,053-96.1% | $9,309-97.5% | $5,306-95.6% |