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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,066 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $51,177 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,408 | $132,049-8.1% | $200,582-39.5% | $74,304+63.4% |
| Participation rate | 86.5% | 84.1%+2.4pp | 86.9%-0.4pp | 60.3%+26.1pp |
| Annual return | 19.18% | 22.22%-3.0pp | 42.33%-23.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $3,351 | $4,558-26.5% | $6,419-47.8% | $2,241+49.5% |
| Participant deferral / active EE | $6,937 | $7,213-3.8% | $9,331-25.7% | $3,767+84.1% |
| Admin fee / account holder | $521 | $2,405-78.3% | $16,305-96.8% | $2,969-82.5% |