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.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $42,587 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,977 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,206 | $61,272+37.4% | $149,673-43.7% | $71,457+17.8% |
| Participation rate | 99.4% | 62.5%+36.9pp | 78.8%+20.6pp | 67.9%+31.5pp |
| Annual return | 15.43% | 35.85%-20.4pp | 134.42%-119.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,458 | $2,378+45.4% | $4,818-28.2% | $2,588+33.6% |
| Participant deferral / active EE | $6,837 | $2,917+134.4% | $5,680+20.4% | $4,289+59.4% |
| Admin fee / account holder | $177 | $1,261-86.0% | $13,210-98.7% | $1,587-88.8% |