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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,601 |
MMA SECURITIES LLC4 years Service code 49 · EIN 22-3570392 | Other Services | $47,565 |
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 | $49,113 | $93,131-47.3% | $106,548-53.9% | $86,799-43.4% |
| Participation rate | 97.8% | 81.4%+16.4pp | 76.1%+21.7pp | 72.3%+25.5pp |
| Annual return | 17.85% | 19.45%-1.6pp | 26.80%-9.0pp | 97.91%-80.1pp |
| Employer contribution / active EE | $2,272 | $2,895-21.5% | $2,819-19.4% | $2,405-5.6% |
| Participant deferral / active EE | $6,285 | $4,708+33.5% | $4,398+42.9% | $4,131+52.1% |
| Admin fee / account holder | $207 | $145+42.5% | $7,407-97.2% | $170+21.9% |