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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $61,623 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $8,422 |
JULY BUSINESS SERVICES4 years Service code 13 PO BOX 2208 · WACO, TN 76703 | Contract Administrator | $1,000 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $25 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,691 | $79,449+50.7% | $189,557-36.9% | $85,850+39.4% |
| Participation rate | 79.8% | 66.0%+13.8pp | 78.4%+1.3pp | 69.3%+10.4pp |
| Annual return | 16.14% | 18.45%-2.3pp | 64.17%-48.0pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,067 | $2,081-0.7% | $4,412-53.2% | $2,565-19.4% |
| Participant deferral / active EE | $5,751 | $4,051+41.9% | $6,174-6.8% | $3,952+45.5% |
| Admin fee / account holder | $667 | $5,377-87.6% | $9,807-93.2% | $6,260-89.3% |