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) | $31,504 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,508 |
JULY BUSINESS SERVICES6 years Service code 13 PO BOX 2208 · WACO, TX 767032208 | Contract Administrator | $2,200 |
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 | $83,620 | $65,390+27.9% | $169,368-50.6% | $71,457+17.0% |
| Participation rate | 80.8% | 67.0%+13.8pp | 77.1%+3.7pp | 67.9%+12.9pp |
| Annual return | 20.25% | 21.31%-1.1pp | 405.60%-385.3pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,970 | $2,079+42.9% | $4,013-26.0% | $2,588+14.8% |
| Participant deferral / active EE | $7,765 | $4,367+77.8% | $6,221+24.8% | $4,289+81.0% |
| Admin fee / account holder | $355 | $1,324-73.2% | $9,003-96.1% | $1,587-77.7% |