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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,756 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $9,948 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $6,263 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,812 | $66,310+103.3% | $93,606+44.0% | $65,185+106.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 23.89% | 42.58%-18.7pp | 32.76%-8.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $4,159 | $2,012+106.7% | $2,718+53.0% | $2,177+91.1% |
| Participant deferral / active EE | $3,239 | $3,342-3.1% | $4,069-20.4% | $3,514-7.8% |
| Admin fee / account holder | $106 | $6,897-98.5% | $7,888-98.7% | $847-87.5% |