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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $9,221 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,184 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $6,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,874 | $43,504-6.0% | $68,793-40.6% | $56,287-27.4% |
| Participation rate | 41.7% | 67.8%-26.1pp | 72.2%-30.5pp | 69.9%-28.1pp |
| Annual return | -7.13% | -3.15%-4.0pp | -4.63%-2.5pp | -9.96%+2.8pp |
| Employer contribution / active EE | $650 | $1,525-57.4% | $2,625-75.2% | $2,111-69.2% |
| Participant deferral / active EE | $1,438 | $2,509-42.7% | $3,311-56.6% | $3,350-57.1% |
| Admin fee / account holder | $83 | $515-84.0% | $5,131-98.4% | $521-84.1% |