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 | $95,453+38.9% | $112,040+18.3% | $82,448+60.8% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.5pp |
| Annual return | 11.86% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,320 | $2,318-43.1% | $2,954-55.3% | $2,551-48.3% |
| Participant deferral / active EE | $6,829 | $4,224+61.7% | $5,098+34.0% | $4,139+65.0% |
| Admin fee / account holder | $537 | $9,013-94.0% | $12,098-95.6% | $7,234-92.6% |