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 INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $39,507 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,024 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,139 | $62,267-43.6% | $110,238-68.1% | $55,725-36.9% |
| Participation rate | 88.0% | 78.1%+9.9pp | 79.8%+8.2pp | 70.9%+17.1pp |
| Annual return | 12.53% | -1.07%+13.6pp | 314.74%-302.2pp | 244.93%-232.4pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,880 | $3,516+10.3% | $4,672-17.0% | $3,356+15.6% |
| Admin fee / account holder | $13 | $121-89.4% | $8,547-99.8% | $115-88.8% |