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 | $37,490 |
Filed as: INNOVEST Service code 15 · EIN 84-1612955 | Recordkeeping | $29,917 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,199 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $63 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,345 | $86,225-35.8% | $146,665-62.3% | $86,799-36.2% |
| Participation rate | 98.4% | 78.0%+20.4pp | 80.1%+18.3pp | 72.3%+26.1pp |
| Annual return | 14.28% | 31.23%-16.9pp | 22.74%-8.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $2,039 | $2,392-14.8% | $4,136-50.7% | $2,405-15.3% |
| Participant deferral / active EE | $3,698 | $4,245-12.9% | $5,506-32.8% | $4,131-10.5% |
| Admin fee / account holder | $182 | $195-6.8% | $10,280-98.2% | $170+7.4% |