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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,121 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $5,689 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,245 | $86,929-18.0% | $102,423-30.4% | $80,856-11.9% |
| Participation rate | 93.4% | 72.4%+21.0pp | 76.5%+16.9pp | 67.6%+25.8pp |
| Annual return | 12.65% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,101 | $2,369+115.3% | $3,023+68.7% | $2,755+85.2% |
| Participant deferral / active EE | $7,714 | $4,118+87.3% | $5,053+52.7% | $4,296+79.6% |
| Admin fee / account holder | $235 | $8,049-97.1% | $9,451-97.5% | $6,918-96.6% |