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 10-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 | $89,569 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $37,381 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,125 | $89,465-58.5% | $164,866-77.5% | $77,671-52.2% |
| Participation rate | 89.1% | 78.6%+10.5pp | 78.6%+10.5pp | 70.6%+18.5pp |
| Annual return | 13.46% | 28.81%-15.3pp | 69.97%-56.5pp | 31.21%-17.7pp |
| Employer contribution / active EE | $1,353 | $2,568-47.3% | $4,343-68.8% | $2,726-50.4% |
| Participant deferral / active EE | $7,143 | $4,897+45.9% | $6,033+18.4% | $4,648+53.7% |
| Admin fee / account holder | $215 | $340-36.6% | $12,689-98.3% | $430-50.0% |