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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $58,475 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $54,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,793 | $66,457-25.1% | $81,382-38.8% | $77,643-35.9% |
| Participation rate | 93.3% | 68.7%+24.6pp | 69.5%+23.8pp | 70.6%+22.7pp |
| Annual return | 15.36% | 15.93%-0.6pp | 24.73%-9.4pp | 31.24%-15.9pp |
| Employer contribution / active EE | $902 | $2,159-58.2% | $2,463-63.4% | $2,726-66.9% |
| Participant deferral / active EE | $3,105 | $3,679-15.6% | $3,883-20.0% | $4,647-33.2% |
| Admin fee / account holder | $232 | $583-60.3% | $5,768-96.0% | $430-46.2% |