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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,538 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $15,101 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,298 | $79,171+59.5% | $102,423+23.3% | $74,495+69.5% |
| Participation rate | 91.7% | 74.8%+16.9pp | 76.5%+15.3pp | 67.2%+24.5pp |
| Annual return | 12.32% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,567 | $2,362+93.3% | $3,023+51.1% | $2,623+74.1% |
| Participant deferral / active EE | $8,614 | $4,415+95.1% | $5,053+70.5% | $4,346+98.2% |
| Admin fee / account holder | $359 | $2,001-82.1% | $9,451-96.2% | $1,942-81.5% |