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 | $77,600 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $57,475 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,191 | $72,254-37.5% | $86,677-47.9% | $64,808-30.3% |
| Participation rate | 88.7% | 80.4%+8.3pp | 76.6%+12.2pp | 71.5%+17.3pp |
| Annual return | -15.01% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $861 | $2,393-64.0% | $2,836-69.6% | $2,506-65.6% |
| Participant deferral / active EE | $3,742 | $4,658-19.7% | $4,656-19.6% | $4,310-13.2% |
| Admin fee / account holder | $140 | $174-19.4% | $7,493-98.1% | $188-25.4% |