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 | $119,446-75.1% | $150,045-80.2% | $85,563-65.3% |
| Participation rate | 95.4% | 75.4%+20.0pp | 82.3%+13.1pp | 66.0%+29.5pp |
| Annual return | 19.37% | 23.72%-4.4pp | 62.55%-43.2pp | 31.51%-12.1pp |
| Employer contribution / active EE | $608 | $4,078-85.1% | $4,693-87.0% | $2,654-77.1% |
| Participant deferral / active EE | $4,200 | $7,985-47.4% | $7,997-47.5% | $4,375-4.0% |
| Admin fee / account holder | $76 | $548-86.1% | $13,435-99.4% | $834-90.9% |