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 | $86,068 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $57,062 |
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.
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 | $101,900 | $89,808+13.5% | $100,391+1.5% | $77,643+31.2% |
| Participation rate | 53.4% | 81.2%-27.8pp | 81.5%-28.1pp | 70.6%-17.2pp |
| Annual return | 11.45% | 20.62%-9.2pp | 49.20%-37.8pp | 31.24%-19.8pp |
| Employer contribution / active EE | $926 | $3,039-69.5% | $3,942-76.5% | $2,726-66.0% |
| Participant deferral / active EE | $4,463 | $8,284-46.1% | $8,082-44.8% | $4,647-4.0% |
| Admin fee / account holder | $636 | $174+264.8% | $7,899-91.9% | $430+47.8% |