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 INC7+ years Filed as: 401K LOGIC Service code 27 · EIN 90-0794213 | Advisory (Plan) | $118,475 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,328 | $42,353+14.1% | $79,550-39.2% | $64,808-25.4% |
| Participation rate | 69.5% | 64.8%+4.8pp | 69.5%0pp | 71.5%-1.9pp |
| Annual return | -14.93% | -12.24%-2.7pp | 0.16%-15.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,469 | $3,170+41.0% | $3,985+12.1% | $4,310+3.7% |
| Admin fee / account holder | $556 | $160+248.6% | $6,832-91.9% | $188+196.2% |