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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,310 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $34,017 |
RUBINBROWN LLP9+ years Service code 10 · EIN 43-0765316 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,577 | $95,803+38.4% | $113,168+17.2% | $84,808+56.3% |
| Participation rate | 97.6% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.2pp |
| Annual return | 11.86% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,320 | $2,360-44.1% | $2,975-55.6% | $2,631-49.8% |
| Participant deferral / active EE | $6,829 | $4,242+61.0% | $5,107+33.7% | $4,212+62.2% |
| Admin fee / account holder | $537 | $8,989-94.0% | $12,068-95.5% | $7,344-92.7% |