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 Service code 15 · EIN 94-1347393 | Recordkeeping | $447,859 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $4,418 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,047 | $168,231-35.2% | $67,834+60.8% | $63,975+70.5% |
| Participation rate | 81.2% | 66.8%+14.4pp | 68.8%+12.4pp | 71.1%+10.1pp |
| Annual return | 8.97% | 11.76%-2.8pp | 138.47%-129.5pp | 48.65%-39.7pp |
| Employer contribution / active EE | $4,152 | $1,907+117.7% | $2,403+72.7% | $2,182+90.3% |
| Participant deferral / active EE | $5,953 | $2,827+110.6% | $3,160+88.4% | $3,356+77.4% |
| Admin fee / account holder | $97 | $81+20.7% | $4,622-97.9% | $70+38.0% |