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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,205 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,154 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $89,411 | $66,310+34.8% | $93,606-4.5% | $65,185+37.2% |
| Participation rate | 98.0% | 74.0%+24.0pp | 75.8%+22.2pp | 70.2%+27.8pp |
| Annual return | 15.75% | 42.58%-26.8pp | 32.76%-17.0pp | 29.38%-13.6pp |
| Employer contribution / active EE | $3,892 | $2,012+93.5% | $2,718+43.2% | $2,177+78.8% |
| Participant deferral / active EE | $4,200 | $3,342+25.7% | $4,069+3.2% | $3,514+19.5% |
| Admin fee / account holder | $184 | $6,897-97.3% | $7,888-97.7% | $847-78.3% |