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 INC6+ years Filed as: 401K LOGIC Service code 27 · EIN 90-0794213 | Advisory (Plan) | $99,575 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,716 |
JOHNSON, PETEREK & HOWSE3 years Service code 10 · EIN 36-4052819 | Accounting | $16,497 |
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 | $51,509 | $50,956+1.1% | $96,562-46.7% | $86,799-40.7% |
| Participation rate | 70.5% | 65.2%+5.3pp | 69.8%+0.7pp | 72.3%-1.8pp |
| Annual return | 12.34% | 21.27%-8.9pp | 37.78%-25.4pp | 97.91%-85.6pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,188 | $2,954+41.8% | $3,849+8.8% | $4,131+1.4% |
| Admin fee / account holder | $501 | $166+201.8% | $6,181-91.9% | $170+195.5% |