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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,828 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,717 |
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 | $39,454 | $63,299-37.7% | $91,001-56.6% | $62,292-36.7% |
| Participation rate | 87.8% | 73.3%+14.5pp | 75.6%+12.2pp | 69.5%+18.3pp |
| Annual return | 27.90% | 20.99%+6.9pp | 4.60%+23.3pp | 28.90%-1.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,055 | $2,943+37.8% | $3,547+14.3% | $3,169+28.0% |
| Admin fee / account holder | $224 | $468-52.0% | $5,417-95.9% | $479-53.2% |