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 |
|---|---|---|
401(K) ADVISORS INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $66,359 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,023 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,966 | $64,286-26.9% | $90,951-48.4% | $73,409-36.0% |
| Participation rate | 90.7% | 63.6%+27.1pp | 69.0%+21.7pp | 72.2%+18.5pp |
| Annual return | 13.71% | 21.45%-7.7pp | 134.60%-120.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1 | $895-99.9% | $2,122-99.9% | $2,234-99.9% |
| Participant deferral / active EE | $5,731 | $2,453+133.6% | $3,373+69.9% | $3,805+50.6% |
| Admin fee / account holder | $28 | $287-90.2% | $5,959-99.5% | $158-82.2% |