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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $304,461 |
401(K) ADVISORS INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $132,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,095-100.0% | $178,490-100.0% | $90,288-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 81.9%-81.9pp | 73.4%-73.4pp |
| Annual return | 13.08% | 28.81%-15.7pp | 151.07%-138.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $1,555 | $1,572-1.1% | $5,011-69.0% | $2,524-38.4% |
| Participant deferral / active EE | $4,424 | $2,669+65.8% | $5,202-14.9% | $4,232+4.5% |
| Admin fee / account holder | $0 | $101-100.0% | $13,984-100.0% | $114-100.0% |