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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $19,483 |
Service code 13 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Contract Administrator | $1,785 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,100 | $73,102-30.1% | $123,544-58.6% | $56,287-9.2% |
| Participation rate | 52.3% | 74.3%-22.0pp | 82.3%-30.0pp | 69.9%-17.5pp |
| Annual return | -4.69% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,128 | $2,977-28.5% | $4,628-54.0% | $2,111+0.8% |
| Participant deferral / active EE | $4,017 | $5,423-25.9% | $6,426-37.5% | $3,350+19.9% |
| Admin fee / account holder | $6 | $554-99.0% | $9,284-99.9% | $521-98.9% |