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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $165,420 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,420 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,621 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,432 | $50,956-6.9% | $96,562-50.9% | $86,799-45.4% |
| Participation rate | 96.6% | 65.2%+31.4pp | 69.8%+26.8pp | 72.3%+24.3pp |
| Annual return | 30.53% | 21.27%+9.3pp | 37.78%-7.3pp | 97.91%-67.4pp |
| Employer contribution / active EE | $651 | $1,111-41.4% | $2,356-72.4% | $2,405-72.9% |
| Participant deferral / active EE | $4,579 | $2,954+55.0% | $3,849+19.0% | $4,131+10.8% |
| Admin fee / account holder | $206 | $166+24.1% | $6,181-96.7% | $170+21.5% |