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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $24,299 |
Service code 13 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Contract Administrator | $1,360 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,596 | $89,652-24.6% | $141,162-52.1% | $65,185+3.7% |
| Participation rate | 45.9% | 74.7%-28.8pp | 82.5%-36.5pp | 70.2%-24.3pp |
| Annual return | 30.71% | 32.79%-2.1pp | 71.39%-40.7pp | 29.38%+1.3pp |
| Employer contribution / active EE | $1,776 | $3,065-42.1% | $4,735-62.5% | $2,177-18.4% |
| Participant deferral / active EE | $3,567 | $5,691-37.3% | $6,709-46.8% | $3,514+1.5% |
| Admin fee / account holder | $6 | $569-99.0% | $10,261-99.9% | $847-99.3% |