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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,513 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 37-8601187 | Advisory (Plan) | $26,000 |
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 | $157,921 | $85,135+85.5% | $98,907+59.7% | $73,409+115.1% |
| Participation rate | 96.4% | 81.1%+15.2pp | 76.0%+20.3pp | 72.2%+24.2pp |
| Annual return | 15.37% | 19.14%-3.8pp | 196.43%-181.1pp | 59.29%-43.9pp |
| Employer contribution / active EE | $2,208 | $2,721-18.8% | $2,689-17.9% | $2,234-1.1% |
| Participant deferral / active EE | $3,747 | $4,349-13.8% | $4,244-11.7% | $3,805-1.5% |
| Admin fee / account holder | $259 | $139+85.8% | $6,642-96.1% | $158+63.8% |