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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $72,907 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,320 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,726 | $41,467-30.7% | $67,313-57.3% | $55,725-48.5% |
| Participation rate | 77.9% | 62.5%+15.4pp | 69.1%+8.8pp | 70.9%+7.0pp |
| Annual return | -5.39% | 0.82%-6.2pp | -4.08%-1.3pp | 244.93%-250.3pp |
| Employer contribution / active EE | $286 | $1,316-78.3% | $2,566-88.9% | $2,078-86.3% |
| Participant deferral / active EE | $2,422 | $2,399+0.9% | $3,568-32.1% | $3,356-27.8% |
| Admin fee / account holder | $108 | $102+5.7% | $4,507-97.6% | $115-6.4% |