See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,860 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $40,366 |
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 | $144,736 | $105,181+37.6% | $159,436-9.2% | $85,850+68.6% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.8%+16.2pp | 69.3%+29.7pp |
| Annual return | 16.85% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,030 | $3,318-8.7% | $4,829-37.3% | $2,565+18.1% |
| Participant deferral / active EE | $9,361 | $5,945+57.5% | $7,352+27.3% | $3,952+136.9% |
| Admin fee / account holder | $571 | $6,933-91.8% | $10,799-94.7% | $6,260-90.9% |