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 INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $64,657 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,605 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,556 | $53,165+0.7% | $86,188-37.9% | $74,419-28.0% |
| Participation rate | 92.7% | 64.9%+27.8pp | 69.0%+23.7pp | 70.7%+21.9pp |
| Annual return | 17.92% | 22.64%-4.7pp | 1168.45%-1150.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,510 | $3,234+101.3% | $3,985+63.3% | $4,528+43.8% |
| Admin fee / account holder | $41 | $551-92.6% | $6,852-99.4% | $348-88.2% |