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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,899 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $21,906 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,876 | $84,556+1.6% | $116,228-26.1% | $74,304+15.6% |
| Participation rate | 92.6% | 66.0%+26.6pp | 74.6%+18.0pp | 60.3%+32.2pp |
| Annual return | 14.80% | 18.35%-3.6pp | 90.06%-75.3pp | 29.43%-14.6pp |
| Employer contribution / active EE | $691 | $2,168-68.1% | $2,994-76.9% | $2,241-69.2% |
| Participant deferral / active EE | $5,354 | $3,814+40.4% | $4,953+8.1% | $3,767+42.1% |
| Admin fee / account holder | $482 | $3,792-87.3% | $11,989-96.0% | $2,969-83.8% |