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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,964 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,704 |
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 | $111,154 | $54,762+103.0% | $90,281+23.1% | $72,985+52.3% |
| Participation rate | 96.4% | 65.1%+31.2pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 21.99% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $6,794 | $2,092+224.7% | $2,854+138.0% | $2,440+178.5% |
| Participant deferral / active EE | $9,909 | $2,887+243.2% | $3,885+155.0% | $3,607+174.7% |
| Admin fee / account holder | $243 | $3,972-93.9% | $5,351-95.5% | $5,124-95.3% |