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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,221 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $22,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,683 | $84,936+29.1% | $111,297-1.5% | $79,386+38.2% |
| Participation rate | 81.7% | 75.9%+5.9pp | 77.3%+4.4pp | 70.7%+11.0pp |
| Annual return | -27.41% | 17.45%-44.9pp | 54.65%-82.1pp | 116.85%-144.3pp |
| Employer contribution / active EE | $7,800 | $1,979+294.1% | $2,731+185.6% | $2,427+221.3% |
| Participant deferral / active EE | $13,541 | $3,888+248.3% | $4,487+201.8% | $4,046+234.7% |
| Admin fee / account holder | $470 | $537-12.5% | $7,964-94.1% | $626-25.0% |