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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,465 |
MMA SECURITIES LLC3 years Service code 49 · EIN 22-3570392 | Other Services | $4,529 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,058 | $85,135-40.0% | $98,907-48.4% | $73,409-30.4% |
| Participation rate | 99.0% | 81.1%+17.9pp | 76.0%+23.0pp | 72.2%+26.9pp |
| Annual return | 17.24% | 19.14%-1.9pp | 196.43%-179.2pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,446 | $2,721-10.1% | $2,689-9.0% | $2,234+9.5% |
| Participant deferral / active EE | $6,525 | $4,349+50.0% | $4,244+53.7% | $3,805+71.5% |
| Admin fee / account holder | $57 | $139-59.3% | $6,642-99.1% | $158-64.1% |