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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $33,923 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $12,494 |
JULY BUSINESS SERVICES5 years Service code 13 PO BOX 2208 · WACO, TN 76703 | Contract Administrator | $1,900 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,287 | $59,159+5.3% | $159,960-61.1% | $66,914-6.9% |
| Participation rate | 84.7% | 68.1%+16.6pp | 78.0%+6.7pp | 69.8%+14.9pp |
| Annual return | -17.92% | -12.26%-5.7pp | 408.60%-426.5pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,546 | $1,983+28.4% | $4,226-39.7% | $2,544+0.1% |
| Participant deferral / active EE | $6,301 | $4,395+43.4% | $6,182+1.9% | $4,237+48.7% |
| Admin fee / account holder | $251 | $591-57.5% | $8,698-97.1% | $593-57.7% |