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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,260 |
MMA SECURITIES LLC6 years Service code 49 · EIN 22-3570392 | Other Services | $48,618 |
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 | $46,533 | $84,784-45.1% | $98,439-52.7% | $74,419-37.5% |
| Participation rate | 99.1% | 81.5%+17.6pp | 75.2%+24.0pp | 70.7%+28.4pp |
| Annual return | 24.46% | 20.59%+3.9pp | 21.16%+3.3pp | 34.38%-9.9pp |
| Employer contribution / active EE | $2,443 | $3,364-27.4% | $3,048-19.8% | $2,637-7.4% |
| Participant deferral / active EE | $6,282 | $5,218+20.4% | $4,738+32.6% | $4,528+38.7% |
| Admin fee / account holder | $174 | $204-14.9% | $8,948-98.1% | $348-50.0% |