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 FINANCIAL NETW Service code 49 · EIN 48-1305000 | Other Services | $18,359 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,186 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,912 | $70,983-59.3% | $78,778-63.3% | - |
| Participation rate | 72.7% | 57.2%+15.5pp | 69.2%+3.5pp | - |
| Annual return | 10.03% | 9.28%+0.8pp | 35.62%-25.6pp | - |
| Employer contribution / active EE | $266 | $665-60.1% | $1,986-86.6% | - |
| Participant deferral / active EE | $838 | $2,053-59.2% | $2,958-71.7% | - |
| Admin fee / account holder | $57 | $4,432-98.7% | $5,134-98.9% | - |