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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,689 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $16,499 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $5,831 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,815 | $111,608-83.1% | $177,821-89.4% | $73,409-74.4% |
| Participation rate | 82.4% | 87.9%-5.4pp | 87.7%-5.3pp | 72.2%+10.2pp |
| Annual return | 30.66% | 18.23%+12.4pp | 48.32%-17.7pp | 59.29%-28.6pp |
| Employer contribution / active EE | $442 | $3,796-88.3% | $5,918-92.5% | $2,234-80.2% |
| Participant deferral / active EE | $4,539 | $6,199-26.8% | $7,714-41.2% | $3,805+19.3% |
| Admin fee / account holder | $90 | $166-45.4% | $12,427-99.3% | $158-42.8% |