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 | $65,946+89.3% | $81,783+52.7% | $77,671+60.7% |
| Participation rate | 65.3% | 65.8%-0.5pp | 72.4%-7.0pp | 70.6%-5.3pp |
| Annual return | 13.29% | 26.65%-13.4pp | 775.05%-761.8pp | 31.21%-17.9pp |
| Employer contribution / active EE | $2,368 | $2,371-0.2% | $2,913-18.7% | $2,726-13.2% |
| Participant deferral / active EE | $4,764 | $3,507+35.8% | $4,320+10.3% | $4,648+2.5% |
| Admin fee / account holder | $299 | $527-43.2% | $7,380-95.9% | $430-30.5% |