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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $92,917 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,158 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,224 | $60,545-31.9% | $92,233-55.3% | $69,631-40.8% |
| Participation rate | 98.8% | 72.2%+26.7pp | 76.5%+22.3pp | 70.7%+28.1pp |
| Annual return | 9.51% | 19.71%-10.2pp | 176.28%-166.8pp | 27571.02%-27561.5pp |
| Employer contribution / active EE | $4,303 | $2,633+63.4% | $3,679+17.0% | $2,032+111.8% |
| Participant deferral / active EE | $2,737 | $2,828-3.2% | $3,897-29.8% | $3,224-15.1% |
| Admin fee / account holder | $200 | $145+38.0% | $5,194-96.2% | $110+80.9% |