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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $72,028 |
MORNINGSTAR2 years Filed as: MORNING STAR Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,388 |
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 | $82,720 | $55,449+49.2% | $83,848-1.3% | $56,287+47.0% |
| Participation rate | 88.5% | 68.0%+20.5pp | 76.1%+12.3pp | 69.9%+18.6pp |
| Annual return | -2.92% | -1.38%-1.5pp | 850.88%-853.8pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,227 | $2,430-49.5% | $3,631-66.2% | $2,111-41.9% |
| Participant deferral / active EE | $4,609 | $2,935+57.0% | $4,082+12.9% | $3,350+37.6% |
| Admin fee / account holder | $484 | $656-26.2% | $5,478-91.2% | $521-7.1% |