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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $179,414 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,762 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,956 | $67,228-67.3% | $117,854-81.4% | $77,958-71.8% |
| Participation rate | 89.1% | 79.4%+9.7pp | 79.7%+9.4pp | 71.6%+17.5pp |
| Annual return | 21.30% | 19.13%+2.2pp | 335.08%-313.8pp | 20.87%+0.4pp |
| Employer contribution / active EE | $1,490 | $2,211-32.6% | $3,786-60.6% | $2,310-35.5% |
| Participant deferral / active EE | $2,865 | $3,653-21.6% | $4,482-36.1% | $3,537-19.0% |
| Admin fee / account holder | $78 | $76+2.9% | $8,020-99.0% | $97-19.9% |