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 | $9,578 |
WELLS FARGO BANK, N.A.1 year 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.
Participant 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 | $34,133 | $58,726-41.9% | $92,233-63.0% | $62,292-45.2% |
| Participation rate | 25.8% | 68.3%-42.5pp | 76.5%-50.7pp | 69.5%-43.7pp |
| Annual return | 18.34% | 43.62%-25.3pp | 176.28%-157.9pp | 28.90%-10.6pp |
| Employer contribution / active EE | $716 | $2,392-70.1% | $3,679-80.5% | $2,042-65.0% |
| Participant deferral / active EE | $1,135 | $2,766-59.0% | $3,897-70.9% | $3,169-64.2% |
| Admin fee / account holder | $195 | $556-64.9% | $5,194-96.2% | $479-59.2% |