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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $146,217 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,439 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,765 |
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 | $86,751 | $47,898+81.1% | $117,472-26.2% | $64,808+33.9% |
| Participation rate | 90.8% | 61.9%+29.0pp | 70.6%+20.2pp | 71.5%+19.4pp |
| Annual return | -17.05% | -15.54%-1.5pp | 29.74%-46.8pp | 32.82%-49.9pp |
| Employer contribution / active EE | $8,787 | $1,774+395.3% | $4,176+110.4% | $2,506+250.6% |
| Participant deferral / active EE | $7,082 | $3,151+124.8% | $4,070+74.0% | $4,310+64.3% |
| Admin fee / account holder | $52 | $132-60.4% | $5,645-99.1% | $188-72.2% |