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 INC9+ years Filed as: 401K LOGIC Service code 27 · EIN 90-0794213 | Advisory (Plan) | $52,230 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,656 |
JOHNSON, PETEREK & HOWSE6 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 | $61,440 | $54,193+13.4% | $93,606-34.4% | $77,643-20.9% |
| Participation rate | 72.8% | 63.9%+8.9pp | 68.7%+4.1pp | 70.6%+2.3pp |
| Annual return | 10.47% | 30.54%-20.1pp | 133.20%-122.7pp | 31.24%-20.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,446 | $3,144+41.4% | $4,411+0.8% | $4,647-4.3% |
| Admin fee / account holder | $435 | $576-24.4% | $8,285-94.7% | $430+1.1% |