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 | $77,254 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $21,746 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,085 | $84,936-51.6% | $111,297-63.1% | $79,386-48.2% |
| Participation rate | 96.1% | 75.9%+20.3pp | 77.3%+18.8pp | 70.7%+25.4pp |
| Annual return | -43.66% | 17.45%-61.1pp | 54.65%-98.3pp | 116.85%-160.5pp |
| Employer contribution / active EE | $2,402 | $1,979+21.4% | $2,731-12.1% | $2,427-1.1% |
| Participant deferral / active EE | $6,033 | $3,888+55.1% | $4,487+34.4% | $4,046+49.1% |
| Admin fee / account holder | $267 | $537-50.2% | $7,964-96.6% | $626-57.3% |