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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,863 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $9,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,840 | $81,537-75.7% | $149,718-86.7% | $69,631-71.5% |
| Participation rate | 49.2% | 86.1%-36.9pp | 87.1%-37.9pp | 70.7%-21.5pp |
| Annual return | 33.39% | 22.79%+10.6pp | 1501.63%-1468.2pp | 27571.02%-27537.6pp |
| Employer contribution / active EE | $285 | $3,239-91.2% | $5,445-94.8% | $2,032-86.0% |
| Participant deferral / active EE | $2,881 | $4,994-42.3% | $6,569-56.1% | $3,224-10.6% |
| Admin fee / account holder | $210 | $107+96.3% | $11,283-98.1% | $110+90.0% |