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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,586 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $55,090 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,688 | $58,726+40.8% | $92,233-10.3% | $62,292+32.7% |
| Participation rate | 98.7% | 68.3%+30.4pp | 76.5%+22.2pp | 69.5%+29.2pp |
| Annual return | 17.23% | 43.62%-26.4pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,151 | $2,392+31.7% | $3,679-14.4% | $2,042+54.3% |
| Participant deferral / active EE | $6,366 | $2,766+130.2% | $3,897+63.4% | $3,169+100.9% |
| Admin fee / account holder | $321 | $556-42.4% | $5,194-93.8% | $479-33.1% |