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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,519 |
WELLS FARGO BANK, N.A.5 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,689 | $81,908-50.3% | $90,749-55.2% | $64,808-37.2% |
| Participation rate | 93.2% | 80.5%+12.8pp | 75.7%+17.6pp | 71.5%+21.8pp |
| Annual return | 23.15% | -12.53%+35.7pp | -12.16%+35.3pp | 32.82%-9.7pp |
| Employer contribution / active EE | $4 | $3,065-99.9% | $2,921-99.9% | $2,506-99.9% |
| Participant deferral / active EE | $4,104 | $4,840-15.2% | $4,564-10.1% | $4,310-4.8% |
| Admin fee / account holder | $155 | $157-1.2% | $8,445-98.2% | $188-17.3% |