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 3-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 | $36,240 |
MMA SECURITIES LLC2+ years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,278 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,271 | $91,407-45.0% | $135,903-63.0% | $71,457-29.6% |
| Participation rate | 94.6% | 75.7%+18.9pp | 81.9%+12.7pp | 67.9%+26.6pp |
| Annual return | 44.51% | 29.90%+14.6pp | 68.23%-23.7pp | 28.85%+15.7pp |
| Employer contribution / active EE | $5,575 | $3,703+50.5% | $4,856+14.8% | $2,588+115.5% |
| Participant deferral / active EE | $9,962 | $7,092+40.5% | $7,758+28.4% | $4,289+132.3% |
| Admin fee / account holder | $129 | $1,266-89.8% | $10,762-98.8% | $1,587-91.9% |