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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $103,971 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,840 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $197,263 | $72,277+172.9% | $101,248+94.8% | $79,858+147.0% |
| Participation rate | 72.2% | 68.5%+3.7pp | 75.8%-3.6pp | 69.6%+2.5pp |
| Annual return | -2.41% | 22.30%-24.7pp | 46.47%-48.9pp | 31.71%-34.1pp |
| Employer contribution / active EE | $23,966 | $2,692+790.4% | $3,660+554.9% | $2,471+869.9% |
| Participant deferral / active EE | $1,318 | $3,282-59.8% | $4,370-69.8% | $3,740-64.8% |
| Admin fee / account holder | $1,144 | $4,400-74.0% | $5,945-80.8% | $5,306-78.4% |