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 | $149,643 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,035 |
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 | $48,360 | $69,159-30.1% | $125,175-61.4% | $67,579-28.4% |
| Participation rate | 97.4% | 78.2%+19.2pp | 79.8%+17.6pp | 71.3%+26.1pp |
| Annual return | 20.96% | 27.12%-6.2pp | 43.79%-22.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,761 | $2,023-12.9% | $3,865-54.4% | $2,148-18.0% |
| Participant deferral / active EE | $3,936 | $3,700+6.4% | $4,937-20.3% | $3,539+11.2% |
| Admin fee / account holder | $215 | $142+51.8% | $9,702-97.8% | $142+51.2% |