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) | $177,139 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $120,909 |
HAYNIE & COMPANY3 years Filed as: HAYNIE AND COMPANY Service code 99 · EIN 87-0325228 | Other Fees | $13,250 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,946 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $500,630 | $91,407+447.7% | $135,903+268.4% | $71,457+600.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.96% | 29.90%-11.9pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $17,866 | $3,703+382.4% | $4,856+267.9% | $2,588+590.5% |
| Participant deferral / active EE | $16,724 | $7,092+135.8% | $7,758+115.6% | $4,289+289.9% |
| Admin fee / account holder | $1,084 | $1,266-14.3% | $10,762-89.9% | $1,587-31.7% |