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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,959 |
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,212 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,208 | $33,067+94.2% | $76,523-16.1% | $56,287+14.1% |
| Participation rate | 90.6% | 55.4%+35.3pp | 68.0%+22.6pp | 69.9%+20.8pp |
| Annual return | -6.46% | 2.72%-9.2pp | -0.27%-6.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $531 | $1,200-55.7% | $2,647-79.9% | $2,111-74.8% |
| Participant deferral / active EE | $2,211 | $2,240-1.3% | $3,835-42.4% | $3,350-34.0% |
| Admin fee / account holder | $211 | $537-60.7% | $4,848-95.7% | $521-59.5% |