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 10-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 | $59,356 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $16,313 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,367 | $31,370-92.5% | $74,583-96.8% | $63,975-96.3% |
| Participation rate | 72.4% | 42.6%+29.8pp | 68.1%+4.3pp | 71.1%+1.3pp |
| Annual return | 12.20% | -105.16%+117.4pp | 20.47%-8.3pp | 48.65%-36.5pp |
| Employer contribution / active EE | $180 | $822-78.1% | $2,525-92.9% | $2,182-91.7% |
| Participant deferral / active EE | $627 | $1,560-59.8% | $3,458-81.9% | $3,356-81.3% |
| Admin fee / account holder | $27 | $77-65.3% | $4,138-99.4% | $70-62.2% |