See peer percentile detail. $4.99 for your first month.
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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,925 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 | Advisory (Plan) | $22,500 |
ASCENSUS LLC1 year Filed as: QBI AN ASCENSUS COMPANY Service code 13 · EIN 26-2768667 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $14,082 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $10,500 |
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 | $100,339 | $55,449+81.0% | $83,848+19.7% | $56,287+78.3% |
| Participation rate | 93.2% | 68.0%+25.2pp | 76.1%+17.0pp | 69.9%+23.3pp |
| Annual return | -1.69% | -1.38%-0.3pp | 850.88%-852.6pp | -9.96%+8.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,395 | $2,935+186.0% | $4,082+105.7% | $3,350+150.6% |
| Admin fee / account holder | $420 | $656-35.9% | $5,478-92.3% | $521-19.3% |