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.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $75,162 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,090 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,808 | $66,528+18.5% | $86,874-9.3% | $86,799-9.2% |
| Participation rate | 73.8% | 72.4%+1.5pp | 71.6%+2.2pp | 72.3%+1.6pp |
| Annual return | 13.99% | 19.56%-5.6pp | 63.52%-49.5pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,515 | $2,007-24.5% | $2,495-39.3% | $2,405-37.0% |
| Participant deferral / active EE | $2,852 | $3,240-12.0% | $3,699-22.9% | $4,131-31.0% |
| Admin fee / account holder | $30 | $148-79.7% | $5,828-99.5% | $170-82.3% |