See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,869 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $11,620 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,246 | $82,130-40.0% | $453,369-89.1% | $79,386-38.0% |
| Participation rate | 99.2% | 73.4%+25.8pp | 78.0%+21.2pp | 70.7%+28.5pp |
| Annual return | 13.00% | 345.31%-332.3pp | 64.40%-51.4pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,535 | $2,659-42.3% | $4,070-62.3% | $2,427-36.8% |
| Participant deferral / active EE | $2,849 | $4,314-34.0% | $6,209-54.1% | $4,046-29.6% |
| Admin fee / account holder | $248 | $531-53.4% | $11,209-97.8% | $626-60.5% |