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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,054 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $11,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,424 | $82,664-40.2% | $125,339-60.6% | $68,494-27.8% |
| Participation rate | 67.0% | 75.0%-8.0pp | 82.4%-15.4pp | 67.9%-0.9pp |
| Annual return | 165.44% | -5.97%+171.4pp | 572.05%-406.6pp | -7.84%+173.3pp |
| Employer contribution / active EE | $1,779 | $3,381-47.4% | $4,814-63.0% | $2,596-31.5% |
| Participant deferral / active EE | $4,012 | $6,110-34.3% | $7,446-46.1% | $4,027-0.4% |
| Admin fee / account holder | $262 | $6,275-95.8% | $10,010-97.4% | $5,403-95.2% |