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 LLC5 years Service code 49 · EIN 22-3570392 | Other Services | $5,623 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,163 |
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 | $170,124 | $82,202+107.0% | $125,339+35.7% | $64,808+162.5% |
| Participation rate | 95.9% | 77.9%+18.0pp | 82.4%+13.5pp | 71.5%+24.4pp |
| Annual return | -16.35% | 3.48%-19.8pp | 572.05%-588.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $4,562 | $3,615+26.2% | $4,814-5.2% | $2,506+82.1% |
| Participant deferral / active EE | $9,626 | $7,175+34.2% | $7,446+29.3% | $4,310+123.3% |
| Admin fee / account holder | $11 | $163-93.0% | $10,010-99.9% | $188-93.9% |