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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $231,088 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $82,242 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,389 | $106,028-31.7% | $146,958-50.7% | $77,643-6.8% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.7pp | 70.6%+28.2pp |
| Annual return | 21.82% | 56.73%-34.9pp | 418.34%-396.5pp | 31.24%-9.4pp |
| Employer contribution / active EE | $4,479 | $4,063+10.2% | $4,933-9.2% | $2,726+64.3% |
| Participant deferral / active EE | $14,076 | $7,990+76.2% | $8,070+74.4% | $4,647+202.9% |
| Admin fee / account holder | $430 | $337+27.3% | $12,998-96.7% | $430-0.2% |