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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,477 |
401(K) ADVISORS INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $58,664 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,803 | $69,477+92.6% | $94,646+41.4% | $71,457+87.2% |
| Participation rate | 91.4% | 78.4%+13.0pp | 80.8%+10.6pp | 67.9%+23.5pp |
| Annual return | 18.93% | 29.66%-10.7pp | 156.71%-137.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,022 | $2,853+5.9% | $3,672-17.7% | $2,588+16.8% |
| Participant deferral / active EE | $7,849 | $7,345+6.9% | $7,418+5.8% | $4,289+83.0% |
| Admin fee / account holder | $456 | $1,210-62.3% | $7,231-93.7% | $1,587-71.3% |