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 |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $63,751 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,908 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,137 | $61,473+9.2% | $81,930-18.1% | $73,409-8.5% |
| Participation rate | 92.5% | 72.4%+20.1pp | 72.0%+20.5pp | 72.2%+20.4pp |
| Annual return | 11.03% | 28.26%-17.2pp | 29.49%-18.5pp | 59.29%-48.3pp |
| Employer contribution / active EE | $1,693 | $1,898-10.8% | $4,310-60.7% | $2,234-24.2% |
| Participant deferral / active EE | $3,168 | $3,080+2.8% | $7,107-55.4% | $3,805-16.8% |
| Admin fee / account holder | $31 | $125-75.2% | $5,158-99.4% | $158-80.3% |