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) | $55,162 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,963 |
Employer contribution per participant 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 | $51,016 | $78,419-34.9% | $133,956-61.9% | $73,409-30.5% |
| Participation rate | 92.1% | 78.6%+13.5pp | 79.8%+12.3pp | 72.2%+20.0pp |
| Annual return | 19.16% | 33.35%-14.2pp | 45.09%-25.9pp | 59.29%-40.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,530 | $3,925+15.4% | $5,048-10.2% | $3,805+19.1% |
| Admin fee / account holder | $22 | $161-86.3% | $8,927-99.8% | $158-86.0% |