See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $18,563 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $12,616 |
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 | $36,741 | $75,284-51.2% | $91,001-59.6% | $69,631-47.2% |
| Participation rate | 83.5% | 80.4%+3.1pp | 75.6%+7.9pp | 70.7%+12.8pp |
| Annual return | 17.97% | 48.40%-30.4pp | 4.60%+13.4pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $721 | $2,473-70.8% | $2,456-70.6% | $2,032-64.5% |
| Participant deferral / active EE | $2,015 | $3,700-45.5% | $3,547-43.2% | $3,224-37.5% |
| Admin fee / account holder | $91 | $111-17.6% | $5,417-98.3% | $110-17.5% |