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.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $77,079 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,900 |
Filed as: WILSHIRE ADVISORS LLC 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 | $44,473 | $56,503-21.3% | $70,092-36.6% | $64,808-31.4% |
| Participation rate | 93.3% | 70.5%+22.8pp | 70.5%+22.8pp | 71.5%+21.8pp |
| Annual return | -15.01% | -13.44%-1.6pp | 190.73%-205.7pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,533 | $2,046-25.1% | $2,559-40.1% | $2,506-38.8% |
| Participant deferral / active EE | $2,793 | $3,389-17.6% | $3,849-27.4% | $4,310-35.2% |
| Admin fee / account holder | $32 | $160-80.2% | $6,267-99.5% | $188-83.1% |