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 | $35,180 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,702 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,027 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,153 | $79,428+52.5% | $106,548+13.7% | $79,386+52.6% |
| Participation rate | 84.9% | 74.1%+10.8pp | 76.1%+8.8pp | 70.7%+14.2pp |
| Annual return | 11.54% | 18.27%-6.7pp | 26.80%-15.3pp | 116.85%-105.3pp |
| Employer contribution / active EE | $3,616 | $2,234+61.8% | $2,819+28.3% | $2,427+49.0% |
| Participant deferral / active EE | $9,035 | $3,823+136.4% | $4,398+105.4% | $4,046+123.3% |
| Admin fee / account holder | $323 | $523-38.3% | $7,407-95.6% | $626-48.5% |