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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $179,310 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $12,395 |
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 | $106,745 | $47,648+124.0% | $130,648-18.3% | $67,579+58.0% |
| Participation rate | 94.3% | 60.4%+33.9pp | 71.7%+22.6pp | 71.3%+23.1pp |
| Annual return | 22.66% | 25.73%-3.1pp | 1708.96%-1686.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,726 | $1,408+22.6% | $4,092-57.8% | $2,148-19.7% |
| Participant deferral / active EE | $6,305 | $2,616+141.0% | $3,603+75.0% | $3,539+78.1% |
| Admin fee / account holder | $349 | $105+232.0% | $5,464-93.6% | $142+145.1% |