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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,662 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $59,774 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,987 | $101,317+152.7% | $146,958+74.2% | $74,495+243.6% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 37.95% | 8730.91%-8693.0pp | 418.34%-380.4pp | 1364.94%-1327.0pp |
| Employer contribution / active EE | $3,984 | $3,810+4.6% | $4,933-19.2% | $2,623+51.9% |
| Participant deferral / active EE | $9,996 | $7,303+36.9% | $8,070+23.9% | $4,346+130.0% |
| Admin fee / account holder | $410 | $1,739-76.4% | $12,998-96.8% | $1,942-78.9% |