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 | $81,397 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,330 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $23,787 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $10,913 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,770 | $185,342+5.6% | $111,297+75.9% | $86,799+125.5% |
| Participation rate | 97.2% | 81.0%+16.2pp | 77.3%+19.9pp | 72.3%+24.9pp |
| Annual return | 16.47% | 500.80%-484.3pp | 54.65%-38.2pp | 97.91%-81.4pp |
| Employer contribution / active EE | $4,801 | $2,246+113.7% | $2,731+75.8% | $2,405+99.6% |
| Participant deferral / active EE | $8,650 | $4,458+94.0% | $4,487+92.8% | $4,131+109.4% |
| Admin fee / account holder | $121 | $255-52.8% | $7,964-98.5% | $170-28.9% |