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.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,067 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $975 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,263 | $71,516-50.7% | $98,439-64.2% | $71,457-50.7% |
| Participation rate | 98.8% | 72.7%+26.1pp | 75.2%+23.7pp | 67.9%+30.9pp |
| Annual return | 6.07% | 32.41%-26.3pp | 21.16%-15.1pp | 28.85%-22.8pp |
| Employer contribution / active EE | $2,841 | $2,399+18.4% | $3,048-6.8% | $2,588+9.8% |
| Participant deferral / active EE | $6,242 | $4,109+51.9% | $4,738+31.8% | $4,289+45.5% |
| Admin fee / account holder | $6 | $1,675-99.7% | $8,948-99.9% | $1,587-99.6% |