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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,893 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $30,075 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,598 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $9,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,892 | $86,286+140.9% | $111,297+86.8% | $85,850+142.2% |
| Participation rate | 77.1% | 73.3%+3.8pp | 77.3%-0.2pp | 69.3%+7.8pp |
| Annual return | 8.19% | 19.99%-11.8pp | 54.65%-46.5pp | 318.53%-310.3pp |
| Employer contribution / active EE | $3,437 | $2,043+68.2% | $2,731+25.8% | $2,565+34.0% |
| Participant deferral / active EE | $8,958 | $3,641+146.1% | $4,487+99.6% | $3,952+126.7% |
| Admin fee / account holder | $1,088 | $8,188-86.7% | $7,964-86.3% | $6,260-82.6% |