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 | $58,043 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,292 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,021 | $69,362+38.4% | $101,248-5.2% | $73,488+30.7% |
| Participation rate | 87.6% | 68.4%+19.2pp | 75.8%+11.8pp | 70.7%+16.9pp |
| Annual return | 9.62% | 18.46%-8.8pp | 46.47%-36.9pp | 28.51%-18.9pp |
| Employer contribution / active EE | $806 | $2,628-69.3% | $3,660-78.0% | $2,270-64.5% |
| Participant deferral / active EE | $4,580 | $3,300+38.8% | $4,370+4.8% | $3,740+22.5% |
| Admin fee / account holder | $392 | $704-44.3% | $5,945-93.4% | $513-23.6% |