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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $78,295 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,063 |
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 | $28,834 | $50,498-42.9% | $75,781-62.0% | $55,191-47.8% |
| Participation rate | 93.4% | 69.4%+24.0pp | 75.8%+17.6pp | 69.2%+24.2pp |
| Annual return | -1.35% | 1.80%-3.1pp | 9.68%-11.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $3,394 | $2,291+48.2% | $3,323+2.1% | $1,899+78.7% |
| Participant deferral / active EE | $2,014 | $2,589-22.2% | $3,651-44.8% | $3,046-33.9% |
| Admin fee / account holder | $72 | $123-41.7% | $5,299-98.6% | $91-21.0% |