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.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $29,558 |
Service code 13 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Contract Administrator | $9,705 |
ACCOUNTING PRINCIPALS1 year Filed as: JH ACCOUNTING SERVICES LLC Service code 99 575 ST RT 28 STE 201 · RARITAN, NJ 08869 | Other Fees | $5,400 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,025 |
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 | $71,308 | $99,957-28.7% | $149,696-52.4% | $73,488-3.0% |
| Participation rate | 47.2% | 75.7%-28.5pp | 82.5%-35.2pp | 70.7%-23.4pp |
| Annual return | 17.63% | 53.87%-36.2pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,878 | $3,191-41.2% | $4,644-59.6% | $2,270-17.3% |
| Participant deferral / active EE | $3,833 | $6,073-36.9% | $6,842-44.0% | $3,740+2.5% |
| Admin fee / account holder | $23 | $551-95.8% | $9,309-99.8% | $513-95.5% |