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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,300 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $32,278 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $10,836 |
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 | $16,480 | $118,337-86.1% | $189,513-91.3% | $93,030-82.3% |
| Participation rate | 88.9% | 89.1%-0.2pp | 87.8%+1.1pp | 73.9%+15.0pp |
| Annual return | 33.45% | 21.77%+11.7pp | 555.15%-521.7pp | 158.70%-125.2pp |
| Employer contribution / active EE | $510 | $4,204-87.9% | $6,162-91.7% | $2,706-81.1% |
| Participant deferral / active EE | $4,533 | $7,123-36.4% | $8,221-44.9% | $4,562-0.6% |
| Admin fee / account holder | $103 | $100+3.7% | $12,045-99.1% | $152-31.9% |