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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $50,424 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $34,182 |
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 | $47,579 | $66,528-28.5% | $86,874-45.2% | $86,799-45.2% |
| Participation rate | 92.3% | 72.4%+19.9pp | 71.6%+20.7pp | 72.3%+20.0pp |
| Annual return | 14.16% | 19.56%-5.4pp | 63.52%-49.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $705 | $2,007-64.9% | $2,495-71.7% | $2,405-70.7% |
| Participant deferral / active EE | $2,664 | $3,240-17.8% | $3,699-28.0% | $4,131-35.5% |
| Admin fee / account holder | $180 | $148+21.3% | $5,828-96.9% | $170+5.9% |