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) | $181,251 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $119,358 |
HAYNIE & COMPANY2 years Filed as: HAYNIE AND COMPANY Service code 99 · EIN 11-1000111 | Other Fees | $12,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,800 |
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 | $446,133 | $84,487+428.1% | $125,339+255.9% | $66,914+566.7% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.9pp | 69.8%+29.4pp |
| Annual return | -20.65% | -8.39%-12.3pp | 572.05%-592.7pp | 1.58%-22.2pp |
| Employer contribution / active EE | $16,285 | $3,553+358.4% | $4,814+238.3% | $2,544+540.1% |
| Participant deferral / active EE | $15,362 | $6,781+126.5% | $7,446+106.3% | $4,237+262.6% |
| Admin fee / account holder | $1,116 | $685+63.0% | $10,010-88.8% | $593+88.2% |