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 | $141,821 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $61,768 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,136 | $56,274-25.1% | $109,895-61.7% | $106,520-60.4% |
| Participation rate | 3.2% | 46.3%-43.0pp | 74.2%-71.0pp | 71.3%-68.1pp |
| Annual return | 15.74% | 27.85%-12.1pp | 29.45%-13.7pp | 19.28%-3.5pp |
| Employer contribution / active EE | $0 | $1,010-100.0% | $2,842-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $86 | $1,973-95.6% | $4,048-97.9% | $4,948-98.3% |
| Admin fee / account holder | $191 | $57+234.0% | $6,066-96.9% | $75+155.8% |