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 8-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.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,409 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,386 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $451 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $147,671 | $60,776+143.0% | $85,682+72.3% | $79,386+86.0% |
| Participation rate | 63.5% | 62.1%+1.4pp | 69.9%-6.4pp | 70.7%-7.2pp |
| Annual return | 12.94% | 16.57%-3.6pp | 21.49%-8.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $3,137 | $1,663+88.6% | $2,618+19.8% | $2,427+29.2% |
| Participant deferral / active EE | $5,149 | $2,919+76.4% | $3,923+31.3% | $4,046+27.3% |
| Admin fee / account holder | $43 | $438-90.3% | $6,873-99.4% | $626-93.2% |