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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,189 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $39,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,221 | $84,487+22.2% | $125,339-17.6% | $66,914+54.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -19.95% | -8.39%-11.6pp | 572.05%-592.0pp | 1.58%-21.5pp |
| Employer contribution / active EE | $3,245 | $3,553-8.7% | $4,814-32.6% | $2,544+27.5% |
| Participant deferral / active EE | $9,912 | $6,781+46.2% | $7,446+33.1% | $4,237+134.0% |
| Admin fee / account holder | $495 | $685-27.8% | $10,010-95.1% | $593-16.6% |