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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,312 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $9,491 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $3,950 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $53,027 | $44,059+20.4% | $71,671-26.0% | $69,631-23.8% |
| Participation rate | 93.1% | 60.8%+32.3pp | 68.7%+24.3pp | 70.7%+22.4pp |
| Annual return | 15.83% | 21.97%-6.1pp | 20.65%-4.8pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,183 | $1,305-9.3% | $2,460-51.9% | $2,032-41.8% |
| Participant deferral / active EE | $3,663 | $2,370+54.6% | $3,438+6.6% | $3,224+13.6% |
| Admin fee / account holder | $30 | $108-72.3% | $5,558-99.5% | $110-73.0% |