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 9-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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $23,490 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES. LLC Service code 27 · EIN 73-8136431 | Advisory (Plan) | $1,414 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,559 | $86,332-68.1% | $125,175-78.0% | $65,185-57.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 11.60% | 27.43%-15.8pp | 43.79%-32.2pp | 29.38%-17.8pp |
| Employer contribution / active EE | $1,116 | $2,040-45.3% | $3,865-71.1% | $2,177-48.7% |
| Participant deferral / active EE | $2,780 | $3,537-21.4% | $4,937-43.7% | $3,514-20.9% |
| Admin fee / account holder | $194 | $609-68.1% | $9,702-98.0% | $847-77.0% |