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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,363 |
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,963 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,704 | $64,119+188.1% | $112,228+64.6% | $66,914+176.0% |
| Participation rate | 95.2% | 68.5%+26.8pp | 75.1%+20.2pp | 69.8%+25.4pp |
| Annual return | 2.65% | -13.81%+16.5pp | 27.45%-24.8pp | 1.58%+1.1pp |
| Employer contribution / active EE | $9,928 | $3,005+230.4% | $3,635+173.2% | $2,544+290.2% |
| Participant deferral / active EE | $2,263 | $3,693-38.7% | $4,728-52.1% | $4,237-46.6% |
| Admin fee / account holder | $659 | $625+5.5% | $6,410-89.7% | $593+11.2% |