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.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,179 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,356 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,441 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,127 | $86,225+67.2% | $146,665-1.7% | $86,799+66.0% |
| Participation rate | 98.7% | 78.0%+20.7pp | 80.1%+18.6pp | 72.3%+26.4pp |
| Annual return | 15.37% | 31.23%-15.9pp | 22.74%-7.4pp | 97.91%-82.5pp |
| Employer contribution / active EE | $3,372 | $2,392+41.0% | $4,136-18.5% | $2,405+40.2% |
| Participant deferral / active EE | $7,327 | $4,245+72.6% | $5,506+33.1% | $4,131+77.4% |
| Admin fee / account holder | $235 | $195+20.5% | $10,280-97.7% | $170+38.8% |