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 | $290,428 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $65,558 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $19,083 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,036 | $129,021-67.4% | $184,203-77.2% | $77,643-45.9% |
| Participation rate | 78.0% | 87.3%-9.4pp | 86.8%-8.8pp | 70.6%+7.4pp |
| Annual return | 75.20% | 33.27%+41.9pp | 28.81%+46.4pp | 31.24%+44.0pp |
| Employer contribution / active EE | $421 | $4,413-90.5% | $6,427-93.5% | $2,726-84.6% |
| Participant deferral / active EE | $4,708 | $7,297-35.5% | $9,131-48.4% | $4,647+1.3% |
| Admin fee / account holder | $254 | $254+0.1% | $13,901-98.2% | $430-41.0% |