See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,247 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $16,514 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,937 | $56,638-26.0% | $169,368-75.2% | $74,419-43.6% |
| Participation rate | 54.7% | 67.5%-12.8pp | 77.1%-22.5pp | 70.7%-16.1pp |
| Annual return | 17.00% | 24.75%-7.8pp | 405.60%-388.6pp | 34.38%-17.4pp |
| Employer contribution / active EE | $942 | $2,027-53.5% | $4,013-76.5% | $2,637-64.3% |
| Participant deferral / active EE | $2,583 | $4,223-38.8% | $6,221-58.5% | $4,528-43.0% |
| Admin fee / account holder | $110 | $307-64.0% | $9,003-98.8% | $348-68.3% |