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) | $72,492 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,331 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,248 | $225,135-28.8% | $123,892+29.3% | - |
| Participation rate | 99.0% | 69.5%+29.5pp | 81.4%+17.6pp | - |
| Annual return | 7.58% | 8.01%-0.4pp | 47.52%-39.9pp | - |
| Employer contribution / active EE | $4,252 | $2,580+64.8% | $4,617-7.9% | - |
| Participant deferral / active EE | $9,362 | $4,315+117.0% | $5,984+56.5% | - |
| Admin fee / account holder | $392 | $19,833-98.0% | $8,357-95.3% | - |