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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,999 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 37-8601187 | Advisory (Plan) | $33,000 |
HUNGERFORD NICHOLS2 years Filed as: HUNGERFORD Service code 10 · EIN 38-2184825 | Accounting | $6,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,021 | $92,055+40.2% | $106,213+21.5% | $77,643+66.2% |
| Participation rate | 95.9% | 81.0%+14.9pp | 75.3%+20.6pp | 70.6%+25.3pp |
| Annual return | 13.03% | 17.91%-4.9pp | 116.14%-103.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,443 | $3,367-27.5% | $3,171-23.0% | $2,726-10.4% |
| Participant deferral / active EE | $4,743 | $5,386-11.9% | $5,016-5.4% | $4,647+2.1% |
| Admin fee / account holder | $190 | $219-13.0% | $11,033-98.3% | $430-55.7% |