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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,330 |
SAGEPOINT FINANCIAL INC4+ years Service code 49 · EIN 20-1741754 | Other Services | $2,455 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,128 | $65,223-47.7% | $80,019-57.4% | $55,725-38.8% |
| Participation rate | 99.2% | 80.6%+18.6pp | 75.8%+23.3pp | 70.9%+28.3pp |
| Annual return | -7.04% | 7.59%-14.6pp | 11.22%-18.3pp | 244.93%-252.0pp |
| Employer contribution / active EE | $2,175 | $2,544-14.5% | $2,468-11.9% | $2,078+4.7% |
| Participant deferral / active EE | $5,803 | $3,881+49.5% | $3,686+57.4% | $3,356+72.9% |
| Admin fee / account holder | $48 | $114-58.2% | $6,521-99.3% | $115-58.6% |