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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,694 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 37-8601187 | Advisory (Plan) | $28,561 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD Service code 10 · EIN 38-2184825 | Accounting | $23,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,556 | $84,784+58.7% | $98,439+36.7% | $74,419+80.8% |
| Participation rate | 78.9% | 81.5%-2.6pp | 75.2%+3.8pp | 70.7%+8.2pp |
| Annual return | 35.77% | 20.59%+15.2pp | 21.16%+14.6pp | 34.38%+1.4pp |
| Employer contribution / active EE | $2,522 | $3,364-25.0% | $3,048-17.3% | $2,637-4.4% |
| Participant deferral / active EE | $4,198 | $5,218-19.5% | $4,738-11.4% | $4,528-7.3% |
| Admin fee / account holder | $243 | $204+19.0% | $8,948-97.3% | $348-30.1% |