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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $51,283 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $45,816 |
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 | $45,732 | $69,823-34.5% | $77,163-40.7% | $74,419-38.5% |
| Participation rate | 94.1% | 70.0%+24.1pp | 69.6%+24.5pp | 70.7%+23.4pp |
| Annual return | 20.71% | 19.98%+0.7pp | 37.87%-17.2pp | 34.38%-13.7pp |
| Employer contribution / active EE | $860 | $2,150-60.0% | $2,535-66.1% | $2,637-67.4% |
| Participant deferral / active EE | $3,017 | $3,558-15.2% | $3,833-21.3% | $4,528-33.4% |
| Admin fee / account holder | $204 | $398-48.7% | $5,472-96.3% | $348-41.4% |