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 7-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,527 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $37,448 |
BENEFIT AUDIT GROUP, LLC1 year Service code 10 · EIN 26-2404897 | Accounting | $9,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,299 | $54,573+27.0% | $90,951-23.8% | $73,488-5.7% |
| Participation rate | 96.0% | 61.2%+34.9pp | 69.0%+27.0pp | 70.7%+25.4pp |
| Annual return | 11.70% | 16.69%-5.0pp | 134.60%-122.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $5 | $991-99.4% | $2,122-99.7% | $2,270-99.8% |
| Participant deferral / active EE | $4,866 | $2,517+93.3% | $3,373+44.3% | $3,740+30.1% |
| Admin fee / account holder | $262 | $521-49.7% | $5,959-95.6% | $513-48.9% |