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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $39,581 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,793 |
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 | $71,678 | $58,083+23.4% | $80,019-10.4% | $56,287+27.3% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.8%+23.2pp | 69.9%+29.2pp |
| Annual return | -3.07% | 34.61%-37.7pp | 11.22%-14.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $3,220 | $1,932+66.6% | $2,468+30.5% | $2,111+52.5% |
| Participant deferral / active EE | $4,003 | $3,135+27.7% | $3,686+8.6% | $3,350+19.5% |
| Admin fee / account holder | $168 | $623-73.0% | $6,521-97.4% | $521-67.7% |