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 | $33,763 |
MMA SECURITIES LLC2 years Service code 49 · EIN 22-3570392 | Other Services | $3,793 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,523 | $74,347-42.8% | $93,606-54.6% | $67,579-37.1% |
| Participation rate | 98.3% | 80.6%+17.7pp | 75.8%+22.5pp | 71.3%+27.1pp |
| Annual return | 28.96% | 28.07%+0.9pp | 32.76%-3.8pp | 378.56%-349.6pp |
| Employer contribution / active EE | $2,322 | $2,583-10.1% | $2,718-14.6% | $2,148+8.1% |
| Participant deferral / active EE | $5,761 | $4,060+41.9% | $4,069+41.6% | $3,539+62.8% |
| Admin fee / account holder | $52 | $123-57.4% | $7,888-99.3% | $142-63.3% |