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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,620 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $9,752 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,762 | $61,156-31.7% | $185,823-77.5% | $79,386-47.4% |
| Participation rate | 63.6% | 66.6%-3.0pp | 81.7%-18.1pp | 70.7%-7.1pp |
| Annual return | 15.74% | 19.45%-3.7pp | 122.05%-106.3pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,070 | $2,321-53.9% | $5,167-79.3% | $2,427-55.9% |
| Participant deferral / active EE | $2,439 | $2,789-12.5% | $5,568-56.2% | $4,046-39.7% |
| Admin fee / account holder | $108 | $710-84.8% | $16,237-99.3% | $626-82.8% |