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 |
|---|---|---|
Filed as: WFG STRATEGIC ALLIANCE INC Service code 49 · EIN 75-2847424 | Other Services | $10,436 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,315 | $39,245+10.4% | $64,105-32.4% | $52,331-17.2% |
| Participation rate | 47.1% | 58.2%-11.2pp | 68.2%-21.1pp | 68.1%-21.0pp |
| Annual return | -1.07% | 14.79%-15.9pp | 791.24%-792.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $898 | $736+21.9% | $1,820-50.7% | $1,882-52.3% |
| Participant deferral / active EE | $2,671 | $1,992+34.1% | $2,822-5.3% | $3,022-11.6% |
| Admin fee / account holder | $136 | $592-77.0% | $4,499-97.0% | $592-77.0% |