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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,393 |
WELLS FARGO BANK, N.A.6 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 | $45,621 | $84,784-46.2% | $98,439-53.7% | $74,419-38.7% |
| Participation rate | 94.0% | 81.5%+12.5pp | 75.2%+18.9pp | 70.7%+23.3pp |
| Annual return | 45.23% | 20.59%+24.6pp | 21.16%+24.1pp | 34.38%+10.8pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,048-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,072 | $5,218-2.8% | $4,738+7.0% | $4,528+12.0% |
| Admin fee / account holder | $151 | $204-26.3% | $8,948-98.3% | $348-56.7% |