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 | $76,314 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $20,270 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $7,350 |
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 | $144,357 | $64,119+125.1% | $112,228+28.6% | $66,914+115.7% |
| Participation rate | 91.5% | 68.5%+23.1pp | 75.1%+16.5pp | 69.8%+21.7pp |
| Annual return | -15.31% | -13.81%-1.5pp | 27.45%-42.8pp | 1.58%-16.9pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,777 | $3,693+218.9% | $4,728+149.1% | $4,237+178.0% |
| Admin fee / account holder | $467 | $625-25.2% | $6,410-92.7% | $593-21.2% |