See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $567,668 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $291,017 |
MORNINGSTAR6 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,046 |
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 | $40,578 | $122,114-66.8% | $96,139-57.8% | $101,517-60.0% |
| Participation rate | 92.3% | 40.2%+52.2pp | 68.4%+23.9pp | 74.6%+17.8pp |
| Annual return | 13.12% | 22.60%-9.5pp | 191.94%-178.8pp | 21.00%-7.9pp |
| Employer contribution / active EE | $1,022 | $938+8.9% | $2,797-63.5% | $2,973-65.6% |
| Participant deferral / active EE | $2,728 | $2,166+26.0% | $4,349-37.3% | $4,873-44.0% |
| Admin fee / account holder | $77 | $1,652-95.3% | $5,537-98.6% | $139-44.5% |