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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,940 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $40,166 |
BENEFIT AUDIT GROUP, LLC4 years Service code 10 · EIN 26-2404897 | Accounting | $10,100 |
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 | $67,762 | $54,701+23.9% | $86,188-21.4% | $71,457-5.2% |
| Participation rate | 97.4% | 60.1%+37.3pp | 69.0%+28.4pp | 67.9%+29.5pp |
| Annual return | 11.08% | 20.06%-9.0pp | 1168.45%-1157.4pp | 28.85%-17.8pp |
| Employer contribution / active EE | $553 | $1,265-56.3% | $2,380-76.8% | $2,588-78.6% |
| Participant deferral / active EE | $6,752 | $3,108+117.2% | $3,985+69.4% | $4,289+57.4% |
| Admin fee / account holder | $520 | $1,922-72.9% | $6,852-92.4% | $1,587-67.2% |