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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,014 |
401(K) ADVISORS INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,299 |
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 | $21,102 | $69,763-69.8% | $67,502-68.7% | $74,495-71.7% |
| Participation rate | 83.9% | 71.4%+12.5pp | 72.9%+11.0pp | 67.2%+16.7pp |
| Annual return | 23.28% | -40.34%+63.6pp | 3512.12%-3488.8pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $1,100 | $2,704-59.3% | $2,731-59.7% | $2,623-58.0% |
| Participant deferral / active EE | $2,103 | $3,636-42.2% | $4,000-47.4% | $4,346-51.6% |
| Admin fee / account holder | $198 | $896-77.9% | $3,998-95.0% | $1,942-89.8% |