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 4-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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $27,486 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $23,541 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,439 |
Filed as: ALLEN, GIBBS & HOULIK LC Service code 10 · EIN 48-1032601 | Accounting | $12,555 |
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 | $97,725 | $54,193+80.3% | $93,606+4.4% | $77,643+25.9% |
| Participation rate | 67.2% | 63.9%+3.3pp | 68.7%-1.5pp | 70.6%-3.4pp |
| Annual return | 12.62% | 30.54%-17.9pp | 133.20%-120.6pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,473 | $1,168+26.1% | $2,420-39.1% | $2,726-46.0% |
| Participant deferral / active EE | $3,932 | $3,144+25.1% | $4,411-10.9% | $4,647-15.4% |
| Admin fee / account holder | $106 | $576-81.6% | $8,285-98.7% | $430-75.3% |