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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,192 |
401(K) ADVISORS INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $35,379 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,714 | $58,655+81.9% | $91,989+16.0% | $65,185+63.7% |
| Participation rate | 81.3% | 75.3%+6.0pp | 78.6%+2.6pp | 70.2%+11.1pp |
| Annual return | 25.43% | 33.92%-8.5pp | 69.02%-43.6pp | 29.38%-4.0pp |
| Employer contribution / active EE | $2,447 | $2,080+17.6% | $3,452-29.1% | $2,177+12.4% |
| Participant deferral / active EE | $6,244 | $5,474+14.1% | $5,923+5.4% | $3,514+77.7% |
| Admin fee / account holder | $380 | $434-12.4% | $7,743-95.1% | $847-55.1% |