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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $20,041 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,072 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,104 | $101,317-49.6% | $146,958-65.2% | $74,495-31.4% |
| Participation rate | 95.9% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 22.62% | 8730.91%-8708.3pp | 418.34%-395.7pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $2,160 | $3,810-43.3% | $4,933-56.2% | $2,623-17.6% |
| Participant deferral / active EE | $4,332 | $7,303-40.7% | $8,070-46.3% | $4,346-0.3% |
| Admin fee / account holder | $69 | $1,739-96.0% | $12,998-99.5% | $1,942-96.5% |