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 | $107,806 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $166,763 | $69,159+141.1% | $125,175+33.2% | $67,579+146.8% |
| Participation rate | 99.0% | 78.2%+20.8pp | 79.8%+19.2pp | 71.3%+27.7pp |
| Annual return | 19.66% | 27.12%-7.5pp | 43.79%-24.1pp | 378.56%-358.9pp |
| Employer contribution / active EE | $2,264 | $2,023+11.9% | $3,865-41.4% | $2,148+5.4% |
| Participant deferral / active EE | $3,764 | $3,700+1.7% | $4,937-23.8% | $3,539+6.4% |
| Admin fee / account holder | $325 | $142+129.5% | $9,702-96.6% | $142+128.6% |