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 |
|---|---|---|
401(K) ADVISORS INC3 years Service code 27 | Advisory (Plan) | $12,216 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $807 |
401(K) ADVISORS INC4+ years Filed as: 401(K) ADVISORS Service code 27 · EIN 33-0905143 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,252 | $48,570-31.5% | $130,648-74.5% | $72,985-54.4% |
| Participation rate | 68.0% | 58.6%+9.5pp | 71.7%-3.7pp | 69.5%-1.4pp |
| Annual return | 23.04% | 38.63%-15.6pp | 1708.96%-1685.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $426 | $1,334-68.1% | $4,092-89.6% | $2,440-82.5% |
| Participant deferral / active EE | $2,539 | $2,384+6.5% | $3,603-29.5% | $3,607-29.6% |
| Admin fee / account holder | $9 | $3,549-99.7% | $5,464-99.8% | $5,124-99.8% |