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.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $16,987 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,577 | $78,485-39.4% | $106,213-55.2% | $74,495-36.1% |
| Participation rate | 98.3% | 72.8%+25.5pp | 75.3%+23.1pp | 67.2%+31.1pp |
| Annual return | 22.00% | 15.95%+6.0pp | 116.14%-94.1pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $2,924 | $2,523+15.9% | $3,171-7.8% | $2,623+11.5% |
| Participant deferral / active EE | $6,644 | $4,322+53.7% | $5,016+32.5% | $4,346+52.9% |
| Admin fee / account holder | $5 | $2,232-99.8% | $11,033-100.0% | $1,942-99.7% |