See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $68,970 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,283 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,720 | $84,000-69.4% | $119,609-78.5% | $77,904-67.0% |
| Participation rate | 92.8% | 77.8%+14.9pp | 79.3%+13.5pp | 73.7%+19.1pp |
| Annual return | -10.75% | -11.59%+0.8pp | -14.97%+4.2pp | 12.21%-23.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,232-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $4,076 | $4,705-13.4% | $5,602-27.2% | $4,806-15.2% |
| Admin fee / account holder | $21 | $116-81.8% | $10,323-99.8% | $133-84.1% |