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.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $40,178 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,450 |
JULY BUSINESS SERVICES7 years Service code 13 PO BOX 2208 · WACO, TX 767032208 | Contract Administrator | $2,300 |
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 | $79,733 | $73,360+8.7% | $177,989-55.2% | $74,495+7.0% |
| Participation rate | 83.8% | 66.6%+17.2pp | 77.1%+6.8pp | 67.2%+16.6pp |
| Annual return | 22.57% | 17.49%+5.1pp | 294.48%-271.9pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $3,266 | $2,216+47.4% | $3,949-17.3% | $2,623+24.5% |
| Participant deferral / active EE | $8,508 | $4,513+88.5% | $6,276+35.6% | $4,346+95.8% |
| Admin fee / account holder | $378 | $1,808-79.1% | $10,363-96.4% | $1,942-80.6% |