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 8-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 | $6,117 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $5,371 |
MMA SECURITIES LLC2+ years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $1,990 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,196 | $56,629+13.4% | $77,999-17.7% | $55,167+16.4% |
| Participation rate | 88.6% | 73.3%+15.3pp | 75.5%+13.1pp | 69.0%+19.6pp |
| Annual return | 9.00% | 2866.98%-2858.0pp | 425.96%-417.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,555 | $1,723+48.3% | $2,470+3.4% | $1,963+30.2% |
| Participant deferral / active EE | $5,583 | $2,777+101.0% | $3,497+59.7% | $3,054+82.8% |
| Admin fee / account holder | $35 | $467-92.5% | $5,480-99.4% | $504-93.0% |