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.3 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $7,846 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,880 | $62,928-44.6% | $172,739-79.8% | $67,579-48.4% |
| Participation rate | 57.5% | 64.5%-6.9pp | 82.6%-25.1pp | 71.3%-13.7pp |
| Annual return | 20.21% | 30.36%-10.1pp | 802.84%-782.6pp | 378.56%-358.3pp |
| Employer contribution / active EE | $720 | $1,636-56.0% | $5,143-86.0% | $2,148-66.5% |
| Participant deferral / active EE | $1,654 | $2,145-22.9% | $5,198-68.2% | $3,539-53.3% |
| Admin fee / account holder | $28 | $167-83.4% | $13,954-99.8% | $142-80.6% |