See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $31,939 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,038 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,961 | $82,130-45.3% | $453,369-90.1% | $79,386-43.4% |
| Participation rate | 72.3% | 73.4%-1.1pp | 78.0%-5.7pp | 70.7%+1.6pp |
| Annual return | 15.33% | 345.31%-330.0pp | 64.40%-49.1pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,203 | $2,659-54.7% | $4,070-70.4% | $2,427-50.4% |
| Participant deferral / active EE | $4,462 | $4,314+3.4% | $6,209-28.1% | $4,046+10.3% |
| Admin fee / account holder | $33 | $531-93.7% | $11,209-99.7% | $626-94.7% |