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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $98,643 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,464 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $240,903 | $77,660+210.2% | $109,143+120.7% | $79,386+203.5% |
| Participation rate | 78.1% | 67.8%+10.3pp | 75.9%+2.2pp | 70.7%+7.4pp |
| Annual return | 37.46% | 23.44%+14.0pp | 25.75%+11.7pp | 116.85%-79.4pp |
| Employer contribution / active EE | $9,839 | $2,797+251.7% | $3,722+164.4% | $2,427+305.3% |
| Participant deferral / active EE | $1,409 | $3,518-59.9% | $4,653-69.7% | $4,046-65.2% |
| Admin fee / account holder | $973 | $732+32.9% | $6,752-85.6% | $626+55.4% |