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 INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $77,103 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,101 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,589 | $50,956+9.1% | $96,562-42.4% | $86,799-36.0% |
| Participation rate | 92.5% | 65.2%+27.2pp | 69.8%+22.7pp | 72.3%+20.2pp |
| Annual return | 4.98% | 21.27%-16.3pp | 37.78%-32.8pp | 97.91%-92.9pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,629 | $2,954+124.4% | $3,849+72.2% | $4,131+60.5% |
| Admin fee / account holder | $32 | $166-80.8% | $6,181-99.5% | $170-81.2% |