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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $422,809 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,886 |
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 | $95,060 | $54,281+75.1% | $60,547+57.0% | $59,188+60.6% |
| Participation rate | 79.4% | 66.8%+12.6pp | 68.0%+11.4pp | 69.4%+9.9pp |
| Annual return | 0.50% | 1.74%-1.2pp | 335.64%-335.1pp | 5.51%-5.0pp |
| Employer contribution / active EE | $4,492 | $2,031+121.1% | $2,419+85.7% | $2,098+114.1% |
| Participant deferral / active EE | $6,250 | $2,789+124.1% | $3,328+87.8% | $3,265+91.5% |
| Admin fee / account holder | $112 | $64+74.4% | $4,536-97.5% | $92+22.0% |