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.6+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 41 W RIVERSIDE, SUITE 500 · SPOKANE, WA 99201 | Investment Management | $18,401 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 42-1612198 1212 N WASHINGTON, SUITE 10 · SPOKANE, WA 99201 | Recordkeeping | $10,087 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 91-1413616 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,280 | $51,288+11.7% | $81,983-30.1% | $73,409-22.0% |
| Participation rate | 40.0% | 64.0%-23.9pp | 69.2%-29.2pp | 72.2%-32.1pp |
| Annual return | 15.03% | 29.48%-14.5pp | 41.31%-26.3pp | 59.29%-44.3pp |
| Employer contribution / active EE | $520 | $1,487-65.0% | $2,498-79.2% | $2,234-76.7% |
| Participant deferral / active EE | $2,128 | $2,715-21.6% | $3,722-42.8% | $3,805-44.1% |
| Admin fee / account holder | $69 | $125-45.2% | $5,664-98.8% | $158-56.5% |