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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $188,817 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,843 |
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 | $127,803 | $54,121+136.1% | $134,143-4.7% | $73,409+74.1% |
| Participation rate | 95.2% | 64.4%+30.8pp | 72.2%+23.0pp | 72.2%+23.0pp |
| Annual return | 12.56% | -312.52%+325.1pp | 36.33%-23.8pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,407 | $1,402+0.4% | $3,704-62.0% | $2,234-37.0% |
| Participant deferral / active EE | $6,410 | $2,844+125.4% | $3,499+83.2% | $3,805+68.4% |
| Admin fee / account holder | $395 | $132+198.3% | $6,684-94.1% | $158+150.0% |