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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,377 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,077 | $85,135-38.8% | $98,907-47.3% | $73,409-29.1% |
| Participation rate | 89.4% | 81.1%+8.2pp | 76.0%+13.3pp | 72.2%+17.2pp |
| Annual return | 15.51% | 19.14%-3.6pp | 196.43%-180.9pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2 | $2,721-99.9% | $2,689-99.9% | $2,234-99.9% |
| Participant deferral / active EE | $5,031 | $4,349+15.7% | $4,244+18.5% | $3,805+32.2% |
| Admin fee / account holder | $185 | $139+33.1% | $6,642-97.2% | $158+17.4% |