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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,310 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $8,446 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,718 | $65,435-86.7% | $86,677-89.9% | $66,914-87.0% |
| Participation rate | 86.4% | 75.5%+11.0pp | 76.6%+9.8pp | 69.8%+16.6pp |
| Annual return | -79.44% | -10.89%-68.6pp | 35.91%-115.3pp | 1.58%-81.0pp |
| Employer contribution / active EE | $1,373 | $2,153-36.2% | $2,836-51.6% | $2,544-46.0% |
| Participant deferral / active EE | $5,331 | $4,100+30.0% | $4,656+14.5% | $4,237+25.8% |
| Admin fee / account holder | $176 | $642-72.6% | $7,493-97.7% | $593-70.3% |