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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $123,629 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,715 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,258 | $71,666+17.6% | $117,854-28.5% | $69,631+21.0% |
| Participation rate | 98.8% | 77.5%+21.3pp | 79.7%+19.2pp | 70.7%+28.2pp |
| Annual return | 16.21% | 18.86%-2.6pp | 335.08%-318.9pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,929 | $1,889+55.1% | $3,786-22.6% | $2,032+44.1% |
| Participant deferral / active EE | $5,570 | $3,340+66.8% | $4,482+24.3% | $3,224+72.8% |
| Admin fee / account holder | $197 | $120+63.5% | $8,020-97.5% | $110+78.2% |