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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,152 |
401(K) ADVISORS INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $58,056 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,148 | $58,320+92.3% | $86,436+29.7% | $66,914+67.6% |
| Participation rate | 93.5% | 78.6%+14.9pp | 80.3%+13.1pp | 69.8%+23.7pp |
| Annual return | -17.89% | -9.71%-8.2pp | 4394.89%-4412.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,918 | $2,615+11.6% | $3,769-22.6% | $2,544+14.7% |
| Participant deferral / active EE | $7,266 | $6,899+5.3% | $6,952+4.5% | $4,237+71.5% |
| Admin fee / account holder | $434 | $546-20.5% | $6,731-93.6% | $593-26.9% |