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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,068 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $15,942 |
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 | $57,442 | $93,571-38.6% | $135,903-57.7% | $75,163-23.6% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 15.27% | 30.90%-15.6pp | 68.23%-53.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,091 | $3,537-40.9% | $4,856-56.9% | $2,670-21.7% |
| Participant deferral / active EE | $4,434 | $6,404-30.8% | $7,758-42.8% | $4,125+7.5% |
| Admin fee / account holder | $327 | $6,975-95.3% | $10,762-97.0% | $5,651-94.2% |