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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $25,923 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,241 |
PA RETIREMENT SOLUTIONS, INC.1+ years Service code 49 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Other Services | $13,701 |
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 | $37,375 | $63,905-41.5% | $74,183-49.6% | $57,658-35.2% |
| Participation rate | 87.8% | 79.8%+8.0pp | 76.6%+11.1pp | 70.2%+17.5pp |
| Annual return | 10.20% | 60.60%-50.4pp | 17.74%-7.5pp | 5.13%+5.1pp |
| Employer contribution / active EE | $2,011 | $1,840+9.3% | $2,370-15.2% | $1,974+1.9% |
| Participant deferral / active EE | $3,981 | $3,448+15.5% | $3,550+12.2% | $3,061+30.1% |
| Admin fee / account holder | $38 | $91-58.7% | $5,586-99.3% | $95-60.2% |