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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $57,339 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $43,560 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,668 | $55,790-23.5% | $76,817-44.5% | $67,579-36.9% |
| Participation rate | 91.7% | 71.1%+20.6pp | 72.1%+19.6pp | 71.3%+20.4pp |
| Annual return | 20.52% | 64.45%-43.9pp | 1166.11%-1145.6pp | 378.56%-358.0pp |
| Employer contribution / active EE | $735 | $1,810-59.4% | $2,302-68.1% | $2,148-65.8% |
| Participant deferral / active EE | $2,702 | $2,875-6.0% | $3,336-19.0% | $3,539-23.7% |
| Admin fee / account holder | $213 | $159+34.0% | $6,420-96.7% | $142+49.9% |