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 9-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.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $45,260 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $10,592 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,039 | $94,621-37.6% | $138,135-57.3% | $73,409-19.6% |
| Participation rate | 97.4% | 83.4%+14.0pp | 78.7%+18.7pp | 72.2%+25.3pp |
| Annual return | 18.54% | 16.57%+2.0pp | 20.51%-2.0pp | 59.29%-40.8pp |
| Employer contribution / active EE | $7,102 | $4,410+61.0% | $5,587+27.1% | $2,234+218.0% |
| Participant deferral / active EE | $9,153 | $6,199+47.7% | $6,431+42.3% | $3,805+140.5% |
| Admin fee / account holder | $117 | $140-16.8% | $11,856-99.0% | $158-26.1% |