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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $26,322 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,263 |
ALTIGRO PENSION SERVICES INC1+ years Service code 13 3 US HIGHWAY 46 · FAIRFIELD, NJ 07004 | Contract Administrator | $11,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,137 | $81,446-50.7% | $103,374-61.2% | $80,874-50.4% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 10.48% | 25.57%-15.1pp | 24.89%-14.4pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,886 | $3,107-39.3% | $3,869-51.2% | $2,756-31.5% |
| Participant deferral / active EE | $4,232 | $3,870+9.4% | $5,058-16.3% | $4,297-1.5% |
| Admin fee / account holder | $403 | $6,715-94.0% | $8,394-95.2% | $6,935-94.2% |