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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,262 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $44,649 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,184 | $67,703+64.2% | $127,761-13.0% | $65,185+70.6% |
| Participation rate | 99.3% | 74.5%+24.8pp | 79.0%+20.3pp | 70.2%+29.1pp |
| Annual return | 22.77% | 24.36%-1.6pp | 26.14%-3.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,728 | $3,724-53.6% | $4,574-62.2% | $2,177-20.6% |
| Participant deferral / active EE | $7,007 | $4,787+46.4% | $6,021+16.4% | $3,514+99.4% |
| Admin fee / account holder | $617 | $618-0.2% | $9,395-93.4% | $847-27.1% |