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 | $36,881 |
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $31,372 |
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 | $80,715 | $61,214+31.9% | $83,333-3.1% | $56,287+43.4% |
| Participation rate | 80.0% | 72.6%+7.4pp | 77.8%+2.2pp | 69.9%+10.1pp |
| Annual return | -3.29% | 0.42%-3.7pp | 10.63%-13.9pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,221 | $1,925+15.4% | $3,379-34.3% | $2,111+5.2% |
| Participant deferral / active EE | $5,776 | $5,091+13.4% | $5,565+3.8% | $3,350+72.4% |
| Admin fee / account holder | $282 | $512-45.0% | $7,510-96.3% | $521-46.0% |