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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,149 |
401(K) ADVISORS INC9 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,049 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,737 | $67,984-66.6% | $65,493-65.3% | $74,304-69.4% |
| Participation rate | 89.0% | 66.3%+22.7pp | 73.1%+15.9pp | 60.3%+28.7pp |
| Annual return | 10.52% | 19.87%-9.3pp | 982.45%-971.9pp | 29.43%-18.9pp |
| Employer contribution / active EE | $1,181 | $2,491-52.6% | $2,574-54.1% | $2,241-47.3% |
| Participant deferral / active EE | $2,186 | $3,346-34.7% | $3,961-44.8% | $3,767-42.0% |
| Admin fee / account holder | $212 | $1,373-84.5% | $5,028-95.8% | $2,969-92.9% |