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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $40,540 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,229 |
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 | $76,409 | $63,299+20.7% | $91,001-16.0% | $62,292+22.7% |
| Participation rate | 99.0% | 73.3%+25.7pp | 75.6%+23.4pp | 69.5%+29.5pp |
| Annual return | 12.55% | 20.99%-8.4pp | 4.60%+8.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $3,554 | $1,807+96.7% | $2,456+44.7% | $2,042+74.0% |
| Participant deferral / active EE | $3,666 | $2,943+24.6% | $3,547+3.4% | $3,169+15.7% |
| Admin fee / account holder | $180 | $468-61.5% | $5,417-96.7% | $479-62.5% |