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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,972 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $18,374 |
MOSS ADAMS LLP7 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $17,650 |
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 | $184,830 | $80,724+129.0% | $103,333+78.9% | $74,495+148.1% |
| Participation rate | 93.6% | 65.7%+27.9pp | 74.5%+19.1pp | 67.2%+26.4pp |
| Annual return | 18.65% | 27.56%-8.9pp | 24.88%-6.2pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,973 | $3,860+236.1% | $5,057+156.5% | $4,346+198.5% |
| Admin fee / account holder | $588 | $2,368-75.2% | $8,355-93.0% | $1,942-69.7% |