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.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $42,292 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,820 |
JULY BUSINESS SERVICES8 years Service code 13 PO BOX 2208 · WACO, TX 767032208 | Contract Administrator | $3,500 |
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 | $87,078 | $81,625+6.7% | $167,512-48.0% | $74,304+17.2% |
| Participation rate | 89.0% | 60.0%+29.0pp | 77.1%+11.9pp | 60.3%+28.6pp |
| Annual return | 17.88% | 26.09%-8.2pp | 1615.79%-1597.9pp | 29.43%-11.6pp |
| Employer contribution / active EE | $3,769 | $2,010+87.5% | $3,882-2.9% | $2,241+68.2% |
| Participant deferral / active EE | $10,622 | $4,115+158.1% | $6,405+65.8% | $3,767+181.9% |
| Admin fee / account holder | $388 | $3,474-88.8% | $9,769-96.0% | $2,969-86.9% |