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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,115 |
MMA SECURITIES LLC6 years Service code 49 · EIN 22-3570392 | Other Services | $6,167 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,096 | $148,534-73.7% | $135,903-71.2% | $139,434-72.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -76.14% | 79.19%-155.3pp | 68.23%-144.4pp | 372.94%-449.1pp |
| Employer contribution / active EE | $56,632 | $5,243+980.1% | $4,856+1066.2% | $4,751+1092.0% |
| Participant deferral / active EE | $135,974 | $8,100+1578.7% | $7,758+1652.7% | $6,710+1926.4% |
| Admin fee / account holder | $222 | $12,400-98.2% | $10,762-97.9% | $11,403-98.1% |