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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,341 |
MMA SECURITIES LLC2+ years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,429 | $56,629+49.1% | $77,999+8.2% | $55,167+53.0% |
| Participation rate | 95.5% | 73.3%+22.2pp | 75.5%+20.0pp | 69.0%+26.5pp |
| Annual return | 5.59% | 2866.98%-2861.4pp | 425.96%-420.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $666 | $1,723-61.3% | $2,470-73.0% | $1,963-66.1% |
| Participant deferral / active EE | $4,330 | $2,777+55.9% | $3,497+23.8% | $3,054+41.8% |
| Admin fee / account holder | $34 | $467-92.8% | $5,480-99.4% | $504-93.3% |