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 | $10,703 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $5,204 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,787 | $52,639-66.2% | $185,117-90.4% | $62,292-71.4% |
| Participation rate | 87.0% | 63.9%+23.2pp | 77.3%+9.8pp | 69.5%+17.5pp |
| Annual return | 14.40% | 19.57%-5.2pp | 40.50%-26.1pp | 28.90%-14.5pp |
| Employer contribution / active EE | $376 | $1,483-74.6% | $4,182-91.0% | $2,042-81.6% |
| Participant deferral / active EE | $2,066 | $3,097-33.3% | $5,045-59.0% | $3,169-34.8% |
| Admin fee / account holder | $70 | $374-81.2% | $8,159-99.1% | $479-85.3% |