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.9 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $46,267 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $37,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,917 | $104,919-36.2% | $116,228-42.4% | $85,563-21.8% |
| Participation rate | 84.2% | 78.6%+5.6pp | 74.6%+9.7pp | 66.0%+18.3pp |
| Annual return | 18.42% | 15.38%+3.0pp | 90.06%-71.6pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,046 | $3,485-70.0% | $2,994-65.1% | $2,654-60.6% |
| Participant deferral / active EE | $3,151 | $5,306-40.6% | $4,953-36.4% | $4,375-28.0% |
| Admin fee / account holder | $278 | $429-35.0% | $11,989-97.7% | $834-66.6% |