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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $38,942 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $34,497 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,809 | $54,193-39.5% | $93,606-64.9% | $77,643-57.7% |
| Participation rate | 57.8% | 63.9%-6.1pp | 68.7%-10.9pp | 70.6%-12.8pp |
| Annual return | 19.45% | 30.54%-11.1pp | 133.20%-113.7pp | 31.24%-11.8pp |
| Employer contribution / active EE | $120 | $1,168-89.7% | $2,420-95.0% | $2,726-95.6% |
| Participant deferral / active EE | $1,886 | $3,144-40.0% | $4,411-57.2% | $4,647-59.4% |
| Admin fee / account holder | $213 | $576-63.0% | $8,285-97.4% | $430-50.5% |