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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $23,439 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,641 |
Service code 49 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Services | $4,744 |
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 | $35,515 | $63,442-44.0% | $68,791-48.4% | $66,914-46.9% |
| Participation rate | 95.7% | 60.0%+35.7pp | 69.0%+26.7pp | 69.8%+25.9pp |
| Annual return | -13.36% | -8.29%-5.1pp | -6.38%-7.0pp | 1.58%-14.9pp |
| Employer contribution / active EE | $870 | $1,775-51.0% | $2,655-67.2% | $2,544-65.8% |
| Participant deferral / active EE | $4,846 | $2,945+64.6% | $3,941+23.0% | $4,237+14.4% |
| Admin fee / account holder | $20 | $577-96.6% | $4,932-99.6% | $593-96.7% |