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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,546 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,037 |
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 | $41,634 | $54,672-23.8% | $80,019-48.0% | - |
| Participation rate | 89.2% | 65.0%+24.1pp | 75.8%+13.3pp | - |
| Annual return | 10.51% | -8.02%+18.5pp | 11.22%-0.7pp | - |
| Employer contribution / active EE | $0 | $1,529-100.0% | $2,468-100.0% | - |
| Participant deferral / active EE | $4,369 | $2,794+56.4% | $3,686+18.5% | - |
| Admin fee / account holder | $262 | $4,207-93.8% | $6,521-96.0% | - |