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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $31,776 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,008 | $176,947-53.7% | $91,541-10.4% | - |
| Participation rate | 59.6% | 61.8%-2.2pp | 69.8%-10.2pp | - |
| Annual return | 13.78% | 15.13%-1.4pp | 20.50%-6.7pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,505-100.0% | - |
| Participant deferral / active EE | $3,528 | $4,114-14.2% | $4,008-12.0% | - |
| Admin fee / account holder | $292 | $22,209-98.7% | $6,956-95.8% | - |