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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,432 |
401(K) ADVISORS INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $61,849 |
MORNINGSTAR2 years 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 | $158,972 | $79,013+101.2% | $100,391+58.4% | $74,495+113.4% |
| Participation rate | 94.4% | 79.5%+15.0pp | 81.5%+13.0pp | 67.2%+27.2pp |
| Annual return | 14.70% | 20.41%-5.7pp | 49.20%-34.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,175 | $3,021+5.1% | $3,942-19.5% | $2,623+21.0% |
| Participant deferral / active EE | $8,353 | $7,760+7.6% | $8,082+3.4% | $4,346+92.2% |
| Admin fee / account holder | $497 | $1,320-62.4% | $7,899-93.7% | $1,942-74.4% |