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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $40,027 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,413 |
Participant 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 | $38,125 | $49,451-22.9% | $79,550-52.1% | $66,914-43.0% |
| Participation rate | 80.4% | 61.3%+19.1pp | 69.5%+10.9pp | 69.8%+10.6pp |
| Annual return | -15.12% | 84.25%-99.4pp | 0.16%-15.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,323 | $1,266+4.5% | $2,413-45.2% | $2,544-48.0% |
| Participant deferral / active EE | $1,409 | $3,159-55.4% | $3,985-64.6% | $4,237-66.7% |
| Admin fee / account holder | $220 | $595-63.0% | $6,832-96.8% | $593-62.9% |