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 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,307 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,474 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,443 | $52,953+55.7% | $172,739-52.3% | $65,185+26.5% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.1pp | 70.2%+23.6pp |
| Annual return | 22.03% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,060 | $2,190+39.7% | $5,143-40.5% | $2,177+40.6% |
| Participant deferral / active EE | $5,343 | $2,471+116.2% | $5,198+2.8% | $3,514+52.1% |
| Admin fee / account holder | $15 | $472-96.8% | $13,954-99.9% | $847-98.2% |