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.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 99 · EIN 34-1542819 | Other Fees | $133,089 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $105,954 |
Service code 99 · EIN 11-1000111 | Other Fees | $9,805 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,732 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $383,928 | $89,652+328.2% | $141,162+172.0% | $65,185+489.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.68% | 32.79%-10.1pp | 71.39%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $15,205 | $3,065+396.1% | $4,735+221.1% | $2,177+598.5% |
| Participant deferral / active EE | $14,725 | $5,691+158.7% | $6,709+119.5% | $3,514+319.1% |
| Admin fee / account holder | $584 | $569+2.7% | $10,261-94.3% | $847-31.1% |