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 |
|---|---|---|
Filed as: MORRIS & WELLS WEALTH MANAGEMENT Service code 27 · EIN 45-4627181 | Advisory (Plan) | $46,806 |
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $42,826 |
ELMORE, HUPP & COMPANY, PLC2 years Service code 10 · EIN 54-1440048 | Accounting | $14,400 |
Service code 15 · EIN 54-1521351 | Recordkeeping | $13,129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,906 | $63,442+87.4% | $68,791+72.9% | $66,914+77.7% |
| Participation rate | 94.6% | 60.0%+34.7pp | 69.0%+25.6pp | 69.8%+24.8pp |
| Annual return | -15.87% | -8.29%-7.6pp | -6.38%-9.5pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,242 | $1,775+82.6% | $2,655+22.1% | $2,544+27.4% |
| Participant deferral / active EE | $5,133 | $2,945+74.3% | $3,941+30.2% | $4,237+21.1% |
| Admin fee / account holder | $973 | $577+68.5% | $4,932-80.3% | $593+64.0% |