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.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $24,696 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $24,108 |
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 | $26,388 | $42,353-37.7% | $79,550-66.8% | $64,808-59.3% |
| Participation rate | 61.1% | 64.8%-3.6pp | 69.5%-8.3pp | 71.5%-10.3pp |
| Annual return | -17.21% | -12.24%-5.0pp | 0.16%-17.4pp | 32.82%-50.0pp |
| Employer contribution / active EE | $88 | $1,181-92.6% | $2,413-96.4% | $2,506-96.5% |
| Participant deferral / active EE | $1,962 | $3,170-38.1% | $3,985-50.8% | $4,310-54.5% |
| Admin fee / account holder | $191 | $160+19.9% | $6,832-97.2% | $188+1.9% |