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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,258 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $19,492 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $44,690 | $62,624-28.6% | $177,989-74.9% | $77,643-42.4% |
| Participation rate | 57.9% | 66.8%-8.9pp | 77.1%-19.1pp | 70.6%-12.6pp |
| Annual return | 15.69% | 16.16%-0.5pp | 294.48%-278.8pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,026 | $1,909-46.2% | $3,949-74.0% | $2,726-62.3% |
| Participant deferral / active EE | $2,905 | $4,219-31.1% | $6,276-53.7% | $4,647-37.5% |
| Admin fee / account holder | $227 | $386-41.3% | $10,363-97.8% | $430-47.4% |