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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $166,392 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,602 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,876 |
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 | $54,549 | $66,528-18.0% | $86,874-37.2% | $86,799-37.2% |
| Participation rate | 93.0% | 72.4%+20.7pp | 71.6%+21.4pp | 72.3%+20.8pp |
| Annual return | 23.66% | 19.56%+4.1pp | 63.52%-39.9pp | 97.91%-74.2pp |
| Employer contribution / active EE | $1,276 | $2,007-36.4% | $2,495-48.9% | $2,405-47.0% |
| Participant deferral / active EE | $4,022 | $3,240+24.1% | $3,699+8.7% | $4,131-2.6% |
| Admin fee / account holder | $184 | $148+24.4% | $5,828-96.8% | $170+8.7% |