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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,957 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $10,303 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,699 | $79,171-42.3% | $102,423-55.4% | $74,495-38.7% |
| Participation rate | 82.1% | 74.8%+7.3pp | 76.5%+5.7pp | 67.2%+14.9pp |
| Annual return | 11.56% | 54.93%-43.4pp | 29.32%-17.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,558 | $2,362-34.1% | $3,023-48.5% | $2,623-40.6% |
| Participant deferral / active EE | $2,942 | $4,415-33.4% | $5,053-41.8% | $4,346-32.3% |
| Admin fee / account holder | $166 | $2,001-91.7% | $9,451-98.2% | $1,942-91.4% |