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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 48-1305000 | Advisory (Plan) | $21,081 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,956 |
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 | $75,715 | $45,152+67.7% | $73,843+2.5% | $59,632+27.0% |
| Participation rate | 94.6% | 64.0%+30.5pp | 73.4%+21.1pp | 68.7%+25.9pp |
| Annual return | 0.88% | 27.40%-26.5pp | 2267.84%-2267.0pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $7,619 | $1,902+300.6% | $2,787+173.3% | $2,203+245.9% |
| Participant deferral / active EE | $7,220 | $2,574+180.5% | $3,583+101.5% | $3,192+126.2% |
| Admin fee / account holder | $77 | $3,516-97.8% | $4,880-98.4% | $4,297-98.2% |