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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $131,802 |
MMA SECURITIES LLC5 years Service code 49 · EIN 22-3570392 | Other Services | $37,055 |
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 | $37,040 | $81,908-54.8% | $90,749-59.2% | $64,808-42.8% |
| Participation rate | 98.2% | 80.5%+17.8pp | 75.7%+22.5pp | 71.5%+26.8pp |
| Annual return | -15.38% | -12.53%-2.8pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,248 | $3,065-26.7% | $2,921-23.0% | $2,506-10.3% |
| Participant deferral / active EE | $6,162 | $4,840+27.3% | $4,564+35.0% | $4,310+43.0% |
| Admin fee / account holder | $172 | $157+9.3% | $8,445-98.0% | $188-8.5% |