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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,029 |
401(K) ADVISORS INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $39,837 |
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 | $116,667 | $66,813+74.6% | $100,516+16.1% | $73,488+58.8% |
| Participation rate | 92.3% | 77.5%+14.8pp | 79.4%+12.9pp | 70.7%+21.6pp |
| Annual return | 18.36% | 25.70%-7.3pp | 30.89%-12.5pp | 28.51%-10.2pp |
| Employer contribution / active EE | $3,053 | $2,147+42.2% | $3,418-10.7% | $2,270+34.5% |
| Participant deferral / active EE | $7,515 | $5,883+27.7% | $6,270+19.9% | $3,740+101.0% |
| Admin fee / account holder | $369 | $512-27.9% | $8,081-95.4% | $513-28.0% |