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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,915 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $43,052 |
BENEFIT AUDIT GROUP, LLC5 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,466 | $59,417+33.7% | $93,606-15.1% | $74,495+6.7% |
| Participation rate | 98.4% | 59.7%+38.7pp | 68.7%+29.6pp | 67.2%+31.2pp |
| Annual return | 12.07% | 81.83%-69.8pp | 133.20%-121.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $540 | $1,264-57.3% | $2,420-77.7% | $2,623-79.4% |
| Participant deferral / active EE | $6,892 | $3,050+126.0% | $4,411+56.2% | $4,346+58.6% |
| Admin fee / account holder | $329 | $3,021-89.1% | $8,285-96.0% | $1,942-83.1% |