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 | $209,689 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,626 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,843 | $65,908+89.4% | $81,812+52.6% | $77,643+60.8% |
| Participation rate | 65.3% | 65.8%-0.5pp | 72.3%-7.0pp | 70.6%-5.2pp |
| Annual return | 13.29% | 26.64%-13.4pp | 773.79%-760.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,368 | $2,370-0.1% | $2,912-18.7% | $2,726-13.1% |
| Participant deferral / active EE | $4,764 | $3,505+35.9% | $4,319+10.3% | $4,647+2.5% |
| Admin fee / account holder | $299 | $526-43.2% | $7,386-95.9% | $430-30.5% |