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.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,267 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,400 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,239 | $72,607-58.4% | $90,749-66.7% | $66,914-54.8% |
| Participation rate | 97.5% | 73.7%+23.8pp | 75.7%+21.8pp | 69.8%+27.7pp |
| Annual return | -2.46% | -12.28%+9.8pp | -12.16%+9.7pp | 1.58%-4.0pp |
| Employer contribution / active EE | $2,412 | $2,369+1.8% | $2,921-17.4% | $2,544-5.2% |
| Participant deferral / active EE | $5,478 | $3,977+37.7% | $4,564+20.0% | $4,237+29.3% |
| Admin fee / account holder | $9 | $707-98.8% | $8,445-99.9% | $593-98.6% |