Filed October 14, 2025
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 | $56,589 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,909 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,390 | $79,694-4.1% | $96,139-20.5% | $79,386-3.8% |
| Participation rate | 94.3% | 54.0%+40.3pp | 68.4%+25.8pp | 70.7%+23.6pp |
| Annual return | 14.70% | 40.84%-26.1pp | 191.94%-177.2pp | 116.85%-102.1pp |
| Employer contribution / active EE | $956 | $1,443-33.7% | $2,797-65.8% | $2,427-60.6% |
| Participant deferral / active EE | $3,518 | $2,539+38.6% | $4,349-19.1% | $4,046-13.0% |
| Admin fee / account holder | $354 | $630-43.8% | $5,537-93.6% | $626-43.5% |