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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $39,047 |
ACCOUNTING PRINCIPALS3 years Filed as: JH ACCOUNTING SERVICES LLC Service code 99 575 ST RT 28 STE 201 · RARITAN, NJ 08869 | Other Fees | $10,000 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $7,973 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,792 | $82,202-11.4% | $125,339-41.9% | $64,808+12.3% |
| Participation rate | 28.3% | 77.9%-49.5pp | 82.4%-54.0pp | 71.5%-43.1pp |
| Annual return | -19.18% | 3.48%-22.7pp | 572.05%-591.2pp | 32.82%-52.0pp |
| Employer contribution / active EE | $1,191 | $3,615-67.0% | $4,814-75.2% | $2,506-52.5% |
| Participant deferral / active EE | $2,429 | $7,175-66.1% | $7,446-67.4% | $4,310-43.6% |
| Admin fee / account holder | $1 | $163-99.7% | $10,010-100.0% | $188-99.7% |