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 | $296,363 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $100,000 |
MORNINGSTAR3 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,100 | $81,357-27.4% | $75,972-22.2% | $199,593-70.4% |
| Participation rate | 96.6% | 69.9%+26.7pp | 69.1%+27.6pp | 72.0%+24.7pp |
| Annual return | 14.58% | 16.32%-1.7pp | 359.55%-345.0pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,479 | $3,341-25.8% | $2,685-7.7% | $3,034-18.3% |
| Participant deferral / active EE | $5,691 | $4,710+20.8% | $4,255+33.7% | $5,087+11.9% |
| Admin fee / account holder | $139 | $144-4.0% | $6,467-97.9% | $269-48.4% |