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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $482,782 |
MMA SECURITIES LLC6 years Service code 16 · EIN 22-3570392 | Consulting | $68,083 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $60,000 |
THE CENTURION GROUP, LLC9 years Filed as: CENTURION GROUP, LLC Service code 28 · EIN 20-8394397 | Investment Management | $13,042 |
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 | $132,383 | $122,693+7.9% | $184,203-28.1% | $199,593-33.7% |
| Participation rate | 96.3% | 86.8%+9.5pp | 86.8%+9.5pp | 72.0%+24.3pp |
| Annual return | 14.59% | 143.91%-129.3pp | 28.81%-14.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,704 | $4,584-62.8% | $6,427-73.5% | $3,034-43.8% |
| Participant deferral / active EE | $7,461 | $7,990-6.6% | $9,131-18.3% | $5,087+46.7% |
| Admin fee / account holder | $195 | $121+62.2% | $13,901-98.6% | $269-27.3% |