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 4-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,748 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 | Advisory (Plan) | $39,681 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $6,930 |
Filed as: MML INVESTORS Service code 27 · EIN 04-2746212 | Advisory (Plan) | $0 |
MORNINGSTAR3+ 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 | $52,020 | $89,808-42.1% | $100,391-48.2% | $77,643-33.0% |
| Participation rate | 80.3% | 81.2%-0.9pp | 81.5%-1.2pp | 70.6%+9.7pp |
| Annual return | 16.89% | 20.62%-3.7pp | 49.20%-32.3pp | 31.24%-14.3pp |
| Employer contribution / active EE | $1,735 | $3,039-42.9% | $3,942-56.0% | $2,726-36.4% |
| Participant deferral / active EE | $8,591 | $8,284+3.7% | $8,082+6.3% | $4,647+84.9% |
| Admin fee / account holder | $269 | $174+54.4% | $7,899-96.6% | $430-37.5% |