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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,850 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,142 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,431 | $73,102+10.0% | $123,544-34.9% | $56,287+42.9% |
| Participation rate | 98.3% | 74.3%+23.9pp | 82.3%+16.0pp | 69.9%+28.4pp |
| Annual return | -5.90% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,679 | $2,977-10.0% | $4,628-42.1% | $2,111+26.9% |
| Participant deferral / active EE | $6,765 | $5,423+24.8% | $6,426+5.3% | $3,350+102.0% |
| Admin fee / account holder | $252 | $554-54.4% | $9,284-97.3% | $521-51.6% |