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 9-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 | $29,724 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $18,247 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,841 | $65,061-41.8% | $143,757-73.7% | $66,914-43.4% |
| Participation rate | 98.6% | 65.2%+33.5pp | 80.3%+18.3pp | 69.8%+28.8pp |
| Annual return | -16.26% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,741 | $2,361+16.1% | $4,951-44.6% | $2,544+7.7% |
| Participant deferral / active EE | $5,343 | $2,919+83.0% | $5,637-5.2% | $4,237+26.1% |
| Admin fee / account holder | $249 | $502-50.5% | $14,673-98.3% | $593-58.1% |