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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,454 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,507 |
ASCENSUS LLC2 years Filed as: QBI AN ASCENSUS COMPANY Service code 13 · EIN 26-2768667 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $15,034 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,209 | $63,114+85.7% | $92,893+26.2% | $65,185+79.8% |
| Participation rate | 91.8% | 68.8%+23.0pp | 76.0%+15.8pp | 70.2%+21.6pp |
| Annual return | 23.68% | 28.75%-5.1pp | 109.41%-85.7pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,453 | $3,108+171.9% | $4,236+99.5% | $3,514+140.6% |
| Admin fee / account holder | $454 | $624-27.2% | $5,794-92.2% | $847-46.4% |