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 | $73,244 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $47,665 |
MORNINGSTAR2 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.
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.
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 | $110,268 | $89,282+23.5% | $94,646+16.5% | $74,419+48.2% |
| Participation rate | 48.3% | 82.4%-34.1pp | 80.8%-32.5pp | 70.7%-22.4pp |
| Annual return | 15.92% | 25.96%-10.0pp | 156.71%-140.8pp | 34.38%-18.5pp |
| Employer contribution / active EE | $849 | $3,022-71.9% | $3,672-76.9% | $2,637-67.8% |
| Participant deferral / active EE | $4,317 | $8,425-48.8% | $7,418-41.8% | $4,528-4.7% |
| Admin fee / account holder | $614 | $219+180.5% | $7,231-91.5% | $348+76.4% |