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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,536 |
MMA SECURITIES LLC2 years Service code 49 · EIN 22-3570392 | Other Services | $3,079 |
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 | $144,198 | $88,122+63.6% | $141,162+2.2% | $67,579+113.4% |
| Participation rate | 91.3% | 76.5%+14.8pp | 82.5%+8.8pp | 71.3%+20.0pp |
| Annual return | 26.18% | 75.40%-49.2pp | 71.39%-45.2pp | 378.56%-352.4pp |
| Employer contribution / active EE | $4,277 | $3,224+32.6% | $4,735-9.7% | $2,148+99.1% |
| Participant deferral / active EE | $8,254 | $5,958+38.5% | $6,709+23.0% | $3,539+133.2% |
| Admin fee / account holder | $18 | $131-86.4% | $10,261-99.8% | $142-87.5% |