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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $377,802 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $67,722 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,854 | $81,321-48.5% | $68,509-38.9% | $59,188-29.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 74.7%+14.2pp | 69.4%+19.5pp |
| Annual return | -0.27% | 4.65%-4.9pp | 8.27%-8.5pp | 5.51%-5.8pp |
| Employer contribution / active EE | $1,461 | $3,297-55.7% | $2,278-35.9% | $2,098-30.4% |
| Participant deferral / active EE | $3,472 | $4,592-24.4% | $3,382+2.7% | $3,265+6.4% |
| Admin fee / account holder | $132 | $62+113.0% | $5,275-97.5% | $92+42.6% |