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 4-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,698 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $51,327 |
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 | $175,443 | $91,407+91.9% | $135,903+29.1% | $71,457+145.5% |
| Participation rate | 88.8% | 75.7%+13.2pp | 81.9%+6.9pp | 67.9%+20.9pp |
| Annual return | 28.09% | 29.90%-1.8pp | 68.23%-40.1pp | 28.85%-0.8pp |
| Employer contribution / active EE | $3,705 | $3,7030% | $4,856-23.7% | $2,588+43.2% |
| Participant deferral / active EE | $8,973 | $7,092+26.5% | $7,758+15.7% | $4,289+109.2% |
| Admin fee / account holder | $292 | $1,266-77.0% | $10,762-97.3% | $1,587-81.6% |