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 10-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,747 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 37-8601187 | Advisory (Plan) | $25,991 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $156,233 | $74,347+110.1% | $93,606+66.9% | $67,579+131.2% |
| Participation rate | 95.0% | 80.6%+14.4pp | 75.8%+19.2pp | 71.3%+23.7pp |
| Annual return | 21.72% | 28.07%-6.4pp | 32.76%-11.0pp | 378.56%-356.8pp |
| Employer contribution / active EE | $2,568 | $2,583-0.6% | $2,718-5.5% | $2,148+19.5% |
| Participant deferral / active EE | $4,123 | $4,060+1.6% | $4,069+1.3% | $3,539+16.5% |
| Admin fee / account holder | $276 | $123+125.3% | $7,888-96.5% | $142+94.3% |