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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,685 |
MMA SECURITIES LLC3+ years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $31,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,282 | $101,317-32.6% | $146,958-53.5% | $74,495-8.3% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 19.75% | 8730.91%-8711.2pp | 418.34%-398.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $6,526 | $3,810+71.3% | $4,933+32.3% | $2,623+148.8% |
| Participant deferral / active EE | $11,364 | $7,303+55.6% | $8,070+40.8% | $4,346+161.5% |
| Admin fee / account holder | $186 | $1,739-89.3% | $12,998-98.6% | $1,942-90.4% |