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 | $87,157 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $43,348 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $45 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,393 | $104,475+100.4% | $159,436+31.3% | $79,386+163.8% |
| Participation rate | 91.1% | 76.6%+14.5pp | 82.8%+8.3pp | 70.7%+20.4pp |
| Annual return | 15.14% | 67.95%-52.8pp | 263.57%-248.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $6,863 | $3,417+100.9% | $4,829+42.1% | $2,427+182.7% |
| Participant deferral / active EE | $6,706 | $6,467+3.7% | $7,352-8.8% | $4,046+65.8% |
| Admin fee / account holder | $789 | $711+10.9% | $10,799-92.7% | $626+25.9% |