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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $929 |
Service code 49 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Services | $731 |
MORNINGSTAR4 years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $232 |
WISS & COMPANY, LLP3 years Filed as: WISS AND COMPANY, LLP Service code 10 · EIN 22-1732349 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,512 | $78,672-30.7% | $109,143-50.1% | $85,850-36.5% |
| Participation rate | 39.6% | 68.3%-28.7pp | 75.9%-36.3pp | 69.3%-29.7pp |
| Annual return | 25.66% | 25.09%+0.6pp | 25.75%-0.1pp | 318.53%-292.9pp |
| Employer contribution / active EE | $203 | $2,735-92.6% | $3,722-94.6% | $2,565-92.1% |
| Participant deferral / active EE | $2,917 | $3,467-15.9% | $4,653-37.3% | $3,952-26.2% |
| Admin fee / account holder | $976 | $5,469-82.2% | $6,752-85.5% | $6,260-84.4% |