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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,751 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $24,406 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $17,434 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $12,706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,103 | $72,554+77.9% | $138,135-6.5% | $73,488+75.7% |
| Participation rate | 96.7% | 74.8%+21.8pp | 78.7%+18.0pp | 70.7%+26.0pp |
| Annual return | 17.80% | 17.50%+0.3pp | 20.51%-2.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,759 | $3,511-49.9% | $5,587-68.5% | $2,270-22.5% |
| Participant deferral / active EE | $7,050 | $4,908+43.6% | $6,431+9.6% | $3,740+88.5% |
| Admin fee / account holder | $451 | $464-2.8% | $11,856-96.2% | $513-12.0% |