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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,881 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $11,761 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $8,335 |
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 | $135,859 | $72,607+87.1% | $90,749+49.7% | $66,914+103.0% |
| Participation rate | 99.5% | 73.7%+25.8pp | 75.7%+23.8pp | 69.8%+29.7pp |
| Annual return | -16.98% | -12.28%-4.7pp | -12.16%-4.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,358 | $2,369+41.8% | $2,921+15.0% | $2,544+32.0% |
| Participant deferral / active EE | $4,223 | $3,977+6.2% | $4,564-7.5% | $4,237-0.3% |
| Admin fee / account holder | $105 | $707-85.2% | $8,445-98.8% | $593-82.3% |