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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,306 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,865 | $92,055-33.9% | $106,213-42.7% | $77,643-21.6% |
| Participation rate | 93.5% | 81.0%+12.5pp | 75.3%+18.2pp | 70.6%+22.9pp |
| Annual return | 68.49% | 17.91%+50.6pp | 116.14%-47.7pp | 31.24%+37.3pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,603 | $5,386+4.0% | $5,016+11.7% | $4,647+20.6% |
| Admin fee / account holder | $192 | $219-12.3% | $11,033-98.3% | $430-55.3% |