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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,883 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,546 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $9,330 |
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 | $124,374 | $91,407+36.1% | $135,903-8.5% | $71,457+74.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 22.80% | 29.90%-7.1pp | 68.23%-45.4pp | 28.85%-6.1pp |
| Employer contribution / active EE | $3,451 | $3,703-6.8% | $4,856-28.9% | $2,588+33.4% |
| Participant deferral / active EE | $9,735 | $7,092+37.3% | $7,758+25.5% | $4,289+127.0% |
| Admin fee / account holder | $450 | $1,266-64.5% | $10,762-95.8% | $1,587-71.7% |