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.1+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 49 · EIN 48-1305000 | Other Services | $18,082 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,304 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,825 | $33,745-23.5% | $64,105-59.7% | $55,191-53.2% |
| Participation rate | 77.3% | 59.4%+18.0pp | 68.2%+9.2pp | 69.2%+8.2pp |
| Annual return | -0.35% | 4.95%-5.3pp | 791.24%-791.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $819 | $1,929-57.6% | $2,822-71.0% | $3,046-73.1% |
| Admin fee / account holder | $55 | $94-41.4% | $4,499-98.8% | $91-39.1% |