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 | $29,923 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,154 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,394 | $60,488+69.3% | $109,895-6.8% | $79,386+29.0% |
| Participation rate | 94.8% | 67.0%+27.8pp | 74.2%+20.6pp | 70.7%+24.1pp |
| Annual return | 12.59% | 189.57%-177.0pp | 29.45%-16.9pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,512 | $1,649+52.3% | $2,842-11.6% | $2,427+3.5% |
| Participant deferral / active EE | $5,472 | $3,220+69.9% | $4,048+35.2% | $4,046+35.3% |
| Admin fee / account holder | $297 | $605-50.8% | $6,066-95.1% | $626-52.5% |