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.6+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $22,075 |
MORNINGSTAR6+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,834 | $91,552-55.4% | $133,956-69.5% | $79,858-48.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.13% | 61.85%-55.7pp | 45.09%-39.0pp | 31.71%-25.6pp |
| Employer contribution / active EE | $1,415 | $2,384-40.6% | $3,919-63.9% | $2,471-42.7% |
| Participant deferral / active EE | $3,627 | $3,733-2.9% | $5,048-28.1% | $3,740-3.0% |
| Admin fee / account holder | $274 | $6,321-95.7% | $8,927-96.9% | $5,306-94.8% |