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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,099 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $12,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,899 | $76,050+41.9% | $96,544+11.8% | $71,457+51.0% |
| Participation rate | 79.2% | 74.4%+4.8pp | 76.0%+3.3pp | 67.9%+11.3pp |
| Annual return | 17.86% | 22.81%-5.0pp | 25.84%-8.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $4,678 | $2,244+108.5% | $2,965+57.8% | $2,588+80.8% |
| Participant deferral / active EE | $8,631 | $4,215+104.7% | $4,851+77.9% | $4,289+101.2% |
| Admin fee / account holder | $284 | $2,707-89.5% | $8,252-96.6% | $1,587-82.1% |