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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,918 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $0 |
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 | $41,064 | $64,909-36.7% | $82,313-50.1% | $62,292-34.1% |
| Participation rate | 49.1% | 74.9%-25.7pp | 76.9%-27.8pp | 69.5%-20.4pp |
| Annual return | 14.48% | 21.18%-6.7pp | 25.88%-11.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $556 | $1,676-66.8% | $2,428-77.1% | $2,042-72.8% |
| Participant deferral / active EE | $1,495 | $3,103-51.8% | $3,706-59.7% | $3,169-52.8% |
| Admin fee / account holder | $126 | $440-71.4% | $5,608-97.8% | $479-73.8% |