Filed January 21, 2025
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $131,784 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,015 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,655 | $74,024+115.7% | $77,999+104.7% | $57,658+176.9% |
| Participation rate | 93.3% | 79.7%+13.5pp | 75.5%+17.8pp | 70.2%+23.1pp |
| Annual return | 6.59% | 12.14%-5.6pp | 425.96%-419.4pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,917 | $2,365+23.3% | $2,470+18.1% | $1,974+47.8% |
| Participant deferral / active EE | $5,944 | $3,533+68.3% | $3,497+70.0% | $3,061+94.2% |
| Admin fee / account holder | $242 | $93+159.9% | $5,480-95.6% | $95+156.2% |