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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $218,499 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $70,227 |
BDO USA, LLP2 years Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $28,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,669 | $54,701-38.4% | $86,188-60.9% | $71,457-52.9% |
| Participation rate | 74.3% | 60.1%+14.2pp | 69.0%+5.3pp | 67.9%+6.4pp |
| Annual return | 12.20% | 20.06%-7.9pp | 1168.45%-1156.2pp | 28.85%-16.6pp |
| Employer contribution / active EE | $1,455 | $1,265+15.0% | $2,380-38.9% | $2,588-43.8% |
| Participant deferral / active EE | $25,013 | $3,108+704.7% | $3,985+527.6% | $4,289+483.2% |
| Admin fee / account holder | $360 | $1,922-81.2% | $6,852-94.7% | $1,587-77.3% |