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 | $15,663 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,148 | $58,879-77.7% | $178,490-92.6% | $73,488-82.1% |
| Participation rate | 94.6% | 66.2%+28.4pp | 81.9%+12.7pp | 70.7%+24.0pp |
| Annual return | 16.22% | 24.86%-8.6pp | 151.07%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $821 | $2,236-63.3% | $5,011-83.6% | $2,270-63.8% |
| Participant deferral / active EE | $1,950 | $2,567-24.0% | $5,202-62.5% | $3,740-47.8% |
| Admin fee / account holder | $91 | $400-77.4% | $13,984-99.4% | $513-82.4% |