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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $197,319 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $63,306 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,731 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 17 · EIN 22-1146430 | Pension Consulting | $6,881 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,504 | $160,882-71.1% | $200,582-76.8% | $102,872-54.8% |
| Participation rate | 80.1% | 91.2%-11.1pp | 86.9%-6.8pp | 73.0%+7.1pp |
| Annual return | 25.60% | 18.15%+7.5pp | 42.33%-16.7pp | 19.06%+6.5pp |
| Employer contribution / active EE | $525 | $5,602-90.6% | $6,419-91.8% | $3,526-85.1% |
| Participant deferral / active EE | $5,189 | $9,300-44.2% | $9,331-44.4% | $5,535-6.3% |
| Admin fee / account holder | $172 | $125+37.5% | $16,305-98.9% | $292-41.3% |