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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $166,908 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,716 | $39,898+114.8% | $121,196-29.3% | $55,725+53.8% |
| Participation rate | 94.3% | 61.2%+33.1pp | 71.7%+22.6pp | 70.9%+23.5pp |
| Annual return | -5.59% | -0.96%-4.6pp | 16.93%-22.5pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,625 | $1,295+25.5% | $4,022-59.6% | $2,078-21.8% |
| Participant deferral / active EE | $5,927 | $2,439+143.0% | $3,344+77.2% | $3,356+76.6% |
| Admin fee / account holder | $331 | $95+248.4% | $5,019-93.4% | $115+187.6% |