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.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,610 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,301 |
Filed as: LOCKTON FINANCIAL Service code 27 · EIN 90-0007886 | Advisory (Plan) | $29,992 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,718 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,575 | $185,342-45.7% | $111,297-9.6% | $86,799+15.9% |
| Participation rate | 84.5% | 81.0%+3.6pp | 77.3%+7.2pp | 72.3%+12.3pp |
| Annual return | 11.72% | 500.80%-489.1pp | 54.65%-42.9pp | 97.91%-86.2pp |
| Employer contribution / active EE | $2,647 | $2,246+17.8% | $2,731-3.1% | $2,405+10.0% |
| Participant deferral / active EE | $5,740 | $4,458+28.7% | $4,487+27.9% | $4,131+38.9% |
| Admin fee / account holder | $257 | $255+0.5% | $7,964-96.8% | $170+51.4% |