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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,369 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $48,989 |
BENEFIT AUDIT GROUP, LLC6 years Service code 10 · EIN 26-2404897 | Accounting | $11,500 |
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 | $97,209 | $66,098+47.1% | $101,794-4.5% | $74,304+30.8% |
| Participation rate | 97.0% | 53.8%+43.3pp | 69.2%+27.9pp | 60.3%+36.7pp |
| Annual return | 14.09% | 19.59%-5.5pp | 30.53%-16.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $578 | $1,082-46.6% | $2,289-74.8% | $2,241-74.2% |
| Participant deferral / active EE | $7,758 | $2,781+179.0% | $4,084+90.0% | $3,767+105.9% |
| Admin fee / account holder | $385 | $4,146-90.7% | $8,777-95.6% | $2,969-87.0% |