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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,970 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,905 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,507 | $82,274-25.2% | $152,466-59.7% | $79,386-22.5% |
| Participation rate | 99.2% | 76.4%+22.7pp | 78.2%+21.0pp | 70.7%+28.4pp |
| Annual return | 11.41% | 7959.84%-7948.4pp | 757.33%-745.9pp | 116.85%-105.4pp |
| Employer contribution / active EE | $6,225 | $3,613+72.3% | $4,327+43.9% | $2,427+156.5% |
| Participant deferral / active EE | $4,964 | $4,969-0.1% | $5,820-14.7% | $4,046+22.7% |
| Admin fee / account holder | $357 | $632-43.6% | $15,805-97.7% | $626-43.0% |