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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $92,732 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,761 | $61,272+304.4% | $149,673+65.5% | $71,457+246.7% |
| Participation rate | 98.7% | 62.5%+36.2pp | 78.8%+20.0pp | 67.9%+30.8pp |
| Annual return | 18.54% | 35.85%-17.3pp | 134.42%-115.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $11,383 | $2,378+378.6% | $4,818+136.3% | $2,588+339.9% |
| Participant deferral / active EE | $8,672 | $2,917+197.3% | $5,680+52.7% | $4,289+102.2% |
| Admin fee / account holder | $454 | $1,261-64.0% | $13,210-96.6% | $1,587-71.4% |