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 INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,720 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,925 |
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 | $46,083 | $69,159-33.4% | $125,175-63.2% | $67,579-31.8% |
| Participation rate | 91.4% | 78.2%+13.2pp | 79.8%+11.6pp | 71.3%+20.1pp |
| Annual return | 37.90% | 27.12%+10.8pp | 43.79%-5.9pp | 378.56%-340.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,366 | $3,700+18.0% | $4,937-11.6% | $3,539+23.3% |
| Admin fee / account holder | $21 | $142-84.9% | $9,702-99.8% | $142-84.9% |