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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $66,219 |
MORNINGSTAR1 year Filed as: MORNING STAR Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,010 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,498 | $58,726+59.2% | $92,233+1.4% | $62,292+50.1% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 13.45% | 43.62%-30.2pp | 176.28%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,123 | $2,392-53.1% | $3,679-69.5% | $2,042-45.0% |
| Participant deferral / active EE | $4,194 | $2,766+51.6% | $3,897+7.6% | $3,169+32.3% |
| Admin fee / account holder | $453 | $556-18.6% | $5,194-91.3% | $479-5.5% |