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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $17,779 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,472 |
MMA SECURITIES LLC3+ years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $1,571 |
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 | $99,287 | $63,299+56.9% | $91,001+9.1% | $62,292+59.4% |
| Participation rate | 96.0% | 73.3%+22.7pp | 75.6%+20.4pp | 69.5%+26.4pp |
| Annual return | 17.05% | 20.99%-3.9pp | 4.60%+12.4pp | 28.90%-11.8pp |
| Employer contribution / active EE | $704 | $1,807-61.0% | $2,456-71.3% | $2,042-65.5% |
| Participant deferral / active EE | $4,590 | $2,943+56.0% | $3,547+29.4% | $3,169+44.8% |
| Admin fee / account holder | $34 | $468-92.6% | $5,417-99.4% | $479-92.8% |