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 13 · EIN 42-0127290 | Contract Administrator | $43,996 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $39,410 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $100 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,746 | $30,555+75.9% | $80,716-33.4% | $86,799-38.1% |
| Participation rate | 98.7% | 37.2%+61.5pp | 54.2%+44.5pp | 72.3%+26.4pp |
| Annual return | 14.75% | 30.35%-15.6pp | 87.28%-72.5pp | 97.91%-83.2pp |
| Employer contribution / active EE | $3,240 | $472+586.3% | $1,160+179.3% | $2,405+34.7% |
| Participant deferral / active EE | $4,620 | $1,050+340.1% | $2,146+115.3% | $4,131+11.8% |
| Admin fee / account holder | $171 | $135+26.1% | $3,380-94.9% | $170+0.8% |