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 7-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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $140,361 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $14,174 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,665 | $75,284+12.5% | $91,001-7.0% | $69,631+21.6% |
| Participation rate | 98.6% | 80.4%+18.2pp | 75.6%+22.9pp | 70.7%+27.9pp |
| Annual return | 13.54% | 48.40%-34.9pp | 4.60%+8.9pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $6,030 | $2,473+143.9% | $2,456+145.6% | $2,032+196.7% |
| Participant deferral / active EE | $5,684 | $3,700+53.6% | $3,547+60.2% | $3,224+76.3% |
| Admin fee / account holder | $185 | $111+67.3% | $5,417-96.6% | $110+67.5% |