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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $118,373 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $13,768 |
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 | $59,427 | $40,522+46.7% | $84,611-29.8% | $67,579-12.1% |
| Participation rate | 88.0% | 51.1%+36.9pp | 68.2%+19.8pp | 71.3%+16.7pp |
| Annual return | 21.29% | 32.72%-11.4pp | 258.74%-237.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $187 | $1,146-83.7% | $2,652-93.0% | $2,148-91.3% |
| Participant deferral / active EE | $4,857 | $2,132+127.8% | $3,899+24.6% | $3,539+37.2% |
| Admin fee / account holder | $161 | $145+10.7% | $4,912-96.7% | $142+13.0% |