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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,571 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,693 |
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 | $122,217 | $99,957+22.3% | $149,696-18.4% | $73,488+66.3% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 19.79% | 53.87%-34.1pp | 276.60%-256.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $2,978 | $3,191-6.7% | $4,644-35.9% | $2,270+31.2% |
| Participant deferral / active EE | $8,825 | $6,073+45.3% | $6,842+29.0% | $3,740+136.0% |
| Admin fee / account holder | $372 | $551-32.4% | $9,309-96.0% | $513-27.4% |