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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,860 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,491 | $93,131-38.3% | $106,548-46.0% | $86,799-33.8% |
| Participation rate | 91.3% | 81.4%+9.9pp | 76.1%+15.2pp | 72.3%+19.0pp |
| Annual return | 31.89% | 19.45%+12.4pp | 26.80%+5.1pp | 97.91%-66.0pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,081 | $4,708+7.9% | $4,398+15.5% | $4,131+23.0% |
| Admin fee / account holder | $214 | $145+47.5% | $7,407-97.1% | $170+26.2% |