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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $194,089 |
MORNINGSTAR3 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $9,465 |
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 | $43,116 | $72,066-40.2% | $81,930-47.4% | $90,288-52.2% |
| Participation rate | 92.1% | 78.9%+13.2pp | 72.0%+20.1pp | 73.4%+18.7pp |
| Annual return | 5.66% | 15.92%-10.3pp | 29.49%-23.8pp | 53.97%-48.3pp |
| Employer contribution / active EE | $1,241 | $2,335-46.8% | $4,310-71.2% | $2,524-50.8% |
| Participant deferral / active EE | $3,370 | $3,557-5.3% | $7,107-52.6% | $4,232-20.4% |
| Admin fee / account holder | $164 | $92+77.4% | $5,158-96.8% | $114+43.8% |