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 | $76,587 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $25,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,732 | $110,483-73.1% | $145,433-79.6% | $79,634-62.7% |
| Participation rate | 95.4% | 71.1%+24.3pp | 82.1%+13.3pp | 62.5%+32.9pp |
| Annual return | 19.37% | 24.62%-5.3pp | 66.58%-47.2pp | 36.46%-17.1pp |
| Employer contribution / active EE | $608 | $4,053-85.0% | $4,554-86.6% | $2,529-76.0% |
| Participant deferral / active EE | $4,200 | $7,216-41.8% | $7,897-46.8% | $3,835+9.5% |
| Admin fee / account holder | $76 | $680-88.8% | $13,129-99.4% | $1,002-92.4% |