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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $3,627 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,971 | $56,629-25.9% | $77,999-46.2% | $55,167-23.9% |
| Participation rate | 62.3% | 73.3%-11.0pp | 75.5%-13.2pp | 69.0%-6.6pp |
| Annual return | 15.45% | 2866.98%-2851.5pp | 425.96%-410.5pp | 169.23%-153.8pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,981 | $2,777+7.3% | $3,497-14.8% | $3,054-2.4% |
| Admin fee / account holder | $17 | $467-96.4% | $5,480-99.7% | $504-96.7% |