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 6-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,875 |
401(K) ADVISORS INC2+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $13,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,900 | $39,948-47.7% | $89,391-76.6% | $73,409-71.5% |
| Participation rate | 43.0% | 50.4%-7.4pp | 68.0%-25.0pp | 72.2%-29.2pp |
| Annual return | 12.99% | 50.12%-37.1pp | 245.62%-232.6pp | 59.29%-46.3pp |
| Employer contribution / active EE | $786 | $1,200-34.5% | $2,586-69.6% | $2,234-64.8% |
| Participant deferral / active EE | $1,170 | $2,193-46.6% | $3,890-69.9% | $3,805-69.3% |
| Admin fee / account holder | $261 | $134+94.6% | $4,881-94.6% | $158+65.4% |