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 9-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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $198,438 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $8,796 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,925 | $65,708-39.2% | $76,817-48.0% | $77,787-48.7% |
| Participation rate | 83.6% | 79.0%+4.6pp | 72.1%+11.5pp | 73.2%+10.4pp |
| Annual return | 4.82% | 49.86%-45.0pp | 1166.11%-1161.3pp | 32.57%-27.8pp |
| Employer contribution / active EE | $1,065 | $2,167-50.9% | $2,302-53.8% | $2,504-57.5% |
| Participant deferral / active EE | $3,076 | $3,254-5.5% | $3,336-7.8% | $3,967-22.5% |
| Admin fee / account holder | $164 | $91+80.5% | $6,420-97.4% | $100+63.8% |