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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $157,449 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $85,842 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,461 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,384 | $62,723+154.1% | $142,863+11.6% | $86,799+83.6% |
| Participation rate | 94.3% | 62.6%+31.8pp | 71.9%+22.4pp | 72.3%+22.1pp |
| Annual return | 14.83% | 17.62%-2.8pp | 5637.54%-5622.7pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,017 | $1,627+24.0% | $4,144-51.3% | $2,405-16.2% |
| Participant deferral / active EE | $8,060 | $3,039+165.2% | $3,837+110.0% | $4,131+95.1% |
| Admin fee / account holder | $508 | $140+264.3% | $6,560-92.2% | $170+199.9% |