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 ADIVSORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $46,006 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $44,675 |
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 | $46,637 | $61,473-24.1% | $81,930-43.1% | $73,409-36.5% |
| Participation rate | 90.6% | 72.4%+18.2pp | 72.0%+18.6pp | 72.2%+18.4pp |
| Annual return | 15.03% | 28.26%-13.2pp | 29.49%-14.5pp | 59.29%-44.3pp |
| Employer contribution / active EE | $700 | $1,898-63.1% | $4,310-83.8% | $2,234-68.7% |
| Participant deferral / active EE | $2,458 | $3,080-20.2% | $7,107-65.4% | $3,805-35.4% |
| Admin fee / account holder | $214 | $125+70.9% | $5,158-95.8% | $158+35.8% |