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 6-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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $24,929 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,635 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $6,932 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,565 | $61,052-49.9% | $142,863-78.6% | $79,386-61.5% |
| Participation rate | 0.0% | 60.1%-60.1pp | 71.9%-71.9pp | 70.7%-70.7pp |
| Annual return | 20.09% | 16.02%+4.1pp | 5637.54%-5617.4pp | 116.85%-96.8pp |
| Employer contribution / active EE | $1,309 | $1,481-11.6% | $4,144-68.4% | $2,427-46.1% |
| Participant deferral / active EE | $2,231 | $2,879-22.5% | $3,837-41.9% | $4,046-44.9% |
| Admin fee / account holder | $20,748 | $659+3046.7% | $6,560+216.3% | $626+3212.1% |