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 |
|---|---|---|
MMA SECURITIES LLC4 years Service code 49 · EIN 22-3570392 | Other Services | $5,068 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,014 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,006 | $104,317+90.8% | $159,436+24.8% | $86,799+129.3% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.8%+13.5pp | 72.3%+24.0pp |
| Annual return | 17.49% | 26.32%-8.8pp | 263.57%-246.1pp | 97.91%-80.4pp |
| Employer contribution / active EE | $4,408 | $3,451+27.7% | $4,829-8.7% | $2,405+83.3% |
| Participant deferral / active EE | $9,311 | $6,837+36.2% | $7,352+26.6% | $4,131+125.4% |
| Admin fee / account holder | $14 | $172-92.1% | $10,799-99.9% | $170-92.0% |