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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,758 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,492 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,231 | $49,177+79.4% | $79,464+11.0% | $64,186+37.5% |
| Participation rate | 94.6% | 65.0%+29.6pp | 73.3%+21.3pp | 69.6%+25.1pp |
| Annual return | -4.30% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $7,003 | $2,076+237.3% | $2,800+150.1% | $2,381+194.2% |
| Participant deferral / active EE | $10,398 | $2,821+268.5% | $3,704+180.7% | $3,470+199.7% |
| Admin fee / account holder | $201 | $3,839-94.8% | $5,113-96.1% | $4,888-95.9% |