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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,016 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $43,516 |
BENEFIT AUDIT GROUP, LLC3 years Service code 10 · EIN 26-2404897 | Accounting | $10,100 |
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 | $55,756 | $49,451+12.8% | $79,550-29.9% | $66,914-16.7% |
| Participation rate | 96.8% | 61.3%+35.5pp | 69.5%+27.3pp | 69.8%+27.0pp |
| Annual return | -11.90% | 84.25%-96.2pp | 0.16%-12.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $507 | $1,266-60.0% | $2,413-79.0% | $2,544-80.1% |
| Participant deferral / active EE | $5,976 | $3,159+89.2% | $3,985+50.0% | $4,237+41.0% |
| Admin fee / account holder | $263 | $595-55.8% | $6,832-96.2% | $593-55.7% |