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 26 · EIN 71-0294708 | Advisory (Participants) | $223,436 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 99 · EIN 34-1542819 | Other Fees | $151,740 |
HAYNIE & COMPANY1 year Filed as: HAYNIE AND COMPANY Service code 99 · EIN 87-0325228 | Other Fees | $10,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,829 |
LOCKE LORD LLP6 years Service code 99 · EIN 22-2000222 | Other Fees | $5,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $535,005 | $104,475+412.1% | $159,436+235.6% | $79,386+573.9% |
| Participation rate | 99.3% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 12.80% | 67.95%-55.1pp | 263.57%-250.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $14,784 | $3,417+332.7% | $4,829+206.1% | $2,427+509.0% |
| Participant deferral / active EE | $14,432 | $6,467+123.1% | $7,352+96.3% | $4,046+256.7% |
| Admin fee / account holder | $1,325 | $711+86.3% | $10,799-87.7% | $626+111.5% |