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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $49,968 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $48,808 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,412 | $56,503-40.9% | $70,092-52.3% | $64,808-48.4% |
| Participation rate | 90.7% | 70.5%+20.3pp | 70.5%+20.3pp | 71.5%+19.3pp |
| Annual return | -19.58% | -13.44%-6.1pp | 190.73%-210.3pp | 32.82%-52.4pp |
| Employer contribution / active EE | $838 | $2,046-59.1% | $2,559-67.3% | $2,506-66.6% |
| Participant deferral / active EE | $2,825 | $3,389-16.7% | $3,849-26.6% | $4,310-34.5% |
| Admin fee / account holder | $190 | $160+18.2% | $6,267-97.0% | $188+1.0% |