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.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $106,646 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,248 | $55,415+364.2% | $155,509+65.4% | $74,495+245.3% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 16.70% | 268.50%-251.8pp | 64.67%-48.0pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $10,916 | $2,267+381.5% | $4,672+133.6% | $2,623+316.2% |
| Participant deferral / active EE | $8,505 | $2,836+199.9% | $5,626+51.2% | $4,346+95.7% |
| Admin fee / account holder | $492 | $1,738-71.7% | $15,912-96.9% | $1,942-74.7% |