See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 1000 HARBOR BLVD FL 8 · WEEHAWKEN, NJ 07086 | Other Fees | $6,327 |
BENEFIT EQUITY, INC.3 years Service code 49 | Other Services | $1,026 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,523 | $34,934-41.3% | $56,411-63.6% | $74,495-72.5% |
| Participation rate | 27.5% | 32.8%-5.3pp | 52.5%-24.9pp | 67.2%-39.7pp |
| Annual return | 8.58% | 25.94%-17.4pp | 1701.33%-1692.7pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $152 | $609-75.0% | $1,039-85.3% | $2,623-94.2% |
| Participant deferral / active EE | $944 | $1,170-19.4% | $1,952-51.6% | $4,346-78.3% |
| Admin fee / account holder | $117 | $2,364-95.0% | $2,829-95.9% | $1,942-94.0% |