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 7-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.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,043 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,358 | $70,908-76.9% | $98,907-83.5% | $73,488-77.7% |
| Participation rate | 97.0% | 73.8%+23.2pp | 76.0%+21.0pp | 70.7%+26.3pp |
| Annual return | 3.09% | 34.17%-31.1pp | 196.43%-193.3pp | 28.51%-25.4pp |
| Employer contribution / active EE | $2,173 | $2,036+6.7% | $2,689-19.2% | $2,270-4.3% |
| Participant deferral / active EE | $4,789 | $3,500+36.8% | $4,244+12.8% | $3,740+28.1% |
| Admin fee / account holder | $7 | $535-98.7% | $6,642-99.9% | $513-98.7% |