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 5-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 | $41,006 |
WELLS FARGO BANK, N.A.2+ years Service code 18 · EIN 94-1347393 | Trustee (directed); Trustee (bank, tr... | $24,489 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,546 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,574 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,160 | $87,125+16.1% | $108,410-6.7% | $86,799+16.5% |
| Participation rate | 58.7% | 80.5%-21.8pp | 80.1%-21.4pp | 72.3%-13.5pp |
| Annual return | 12.77% | 25.21%-12.4pp | 905.27%-892.5pp | 97.91%-85.1pp |
| Employer contribution / active EE | $380 | $2,477-84.6% | $3,558-89.3% | $2,405-84.2% |
| Participant deferral / active EE | $4,343 | $6,944-37.4% | $6,563-33.8% | $4,131+5.1% |
| Admin fee / account holder | $471 | $130+262.1% | $7,295-93.5% | $170+178.1% |