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 INC8+ years Filed as: 401K LOGIC Service code 27 · EIN 90-0794213 | Advisory (Plan) | $51,521 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,762 |
JOHNSON, PETEREK & HOWSE5 years Service code 10 · EIN 83-2268776 | Accounting | $16,499 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,860 | $53,165-0.6% | $86,188-38.7% | $74,419-29.0% |
| Participation rate | 71.5% | 64.9%+6.6pp | 69.0%+2.5pp | 70.7%+0.7pp |
| Annual return | 13.00% | 22.64%-9.6pp | 1168.45%-1155.4pp | 34.38%-21.4pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,276 | $3,234+32.2% | $3,985+7.3% | $4,528-5.6% |
| Admin fee / account holder | $331 | $551-39.9% | $6,852-95.2% | $348-4.8% |