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 |
|---|---|---|
401K ADVISORS INC1 year Filed as: 401K LOGIC INC Service code 27 · EIN 90-0794213 | Advisory (Plan) | $78,240 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,665 |
JOHNSON, PETEREK & HOWSE1 year Service code 10 · EIN 36-4052819 | Accounting | $15,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,727 | $40,174+11.3% | $84,015-46.8% | $67,579-33.8% |
| Participation rate | 64.3% | 62.7%+1.7pp | 69.0%-4.7pp | 71.3%-6.9pp |
| Annual return | 18.68% | 25.82%-7.1pp | 71.31%-52.6pp | 378.56%-359.9pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,658 | $2,301+15.5% | $3,239-17.9% | $3,539-24.9% |
| Admin fee / account holder | $486 | $128+279.1% | $6,101-92.0% | $142+241.8% |