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 |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,227 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,433 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,907 | $50,956+80.4% | $96,562-4.8% | $86,799+5.9% |
| Participation rate | 31.0% | 65.2%-34.3pp | 69.8%-38.8pp | 72.3%-41.3pp |
| Annual return | 12.71% | 21.27%-8.6pp | 37.78%-25.1pp | 97.91%-85.2pp |
| Employer contribution / active EE | $396 | $1,111-64.3% | $2,356-83.2% | $2,405-83.5% |
| Participant deferral / active EE | $1,657 | $2,954-43.9% | $3,849-56.9% | $4,131-59.9% |
| Admin fee / account holder | $144 | $166-13.3% | $6,181-97.7% | $170-15.1% |