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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $130,974 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $16,133 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,353 | $65,223+12.5% | $80,019-8.3% | $55,725+31.6% |
| Participation rate | 98.6% | 80.6%+18.0pp | 75.8%+22.8pp | 70.9%+27.7pp |
| Annual return | -2.87% | 7.59%-10.5pp | 11.22%-14.1pp | 244.93%-247.8pp |
| Employer contribution / active EE | $6,294 | $2,544+147.4% | $2,468+155.1% | $2,078+202.9% |
| Participant deferral / active EE | $6,137 | $3,881+58.1% | $3,686+66.5% | $3,356+82.9% |
| Admin fee / account holder | $149 | $114+30.2% | $6,521-97.7% | $115+29.1% |