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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,311 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,996 |
MORNINGSTAR5+ 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 | $59,022 | $46,423+27.1% | $75,886-22.2% | $67,579-12.7% |
| Participation rate | 90.4% | 63.1%+27.3pp | 69.3%+21.1pp | 71.3%+19.1pp |
| Annual return | 22.18% | 32.29%-10.1pp | 30.76%-8.6pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,176 | $1,406-16.3% | $2,500-53.0% | $2,148-45.2% |
| Participant deferral / active EE | $3,867 | $2,564+50.8% | $3,603+7.3% | $3,539+9.2% |
| Admin fee / account holder | $188 | $132+42.9% | $5,418-96.5% | $142+32.3% |