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.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $72,573 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,111 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,234 | $69,823-30.9% | $77,163-37.5% | $74,419-35.2% |
| Participation rate | 93.2% | 70.0%+23.1pp | 69.6%+23.6pp | 70.7%+22.4pp |
| Annual return | 14.85% | 19.98%-5.1pp | 37.87%-23.0pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,558 | $2,150-27.5% | $2,535-38.5% | $2,637-40.9% |
| Participant deferral / active EE | $2,929 | $3,558-17.7% | $3,833-23.6% | $4,528-35.3% |
| Admin fee / account holder | $37 | $398-90.8% | $5,472-99.3% | $348-89.5% |