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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,001 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $12,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,503 | $65,435+29.1% | $86,677-2.5% | $66,914+26.3% |
| Participation rate | 70.8% | 75.5%-4.6pp | 76.6%-5.7pp | 69.8%+1.0pp |
| Annual return | -14.36% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $4,096 | $2,153+90.2% | $2,836+44.4% | $2,544+61.0% |
| Participant deferral / active EE | $7,254 | $4,100+76.9% | $4,656+55.8% | $4,237+71.2% |
| Admin fee / account holder | $276 | $642-57.0% | $7,493-96.3% | $593-53.5% |