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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $172,339 |
MMA SECURITIES LLC7 years Service code 49 · EIN 22-3570392 | Other Services | $63,062 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,659 | $92,055-35.2% | $106,213-43.8% | $77,643-23.2% |
| Participation rate | 99.0% | 81.0%+17.9pp | 75.3%+23.7pp | 70.6%+28.4pp |
| Annual return | 16.24% | 17.91%-1.7pp | 116.14%-99.9pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,785 | $3,367-17.3% | $3,171-12.2% | $2,726+2.2% |
| Participant deferral / active EE | $7,570 | $5,386+40.6% | $5,016+50.9% | $4,647+62.9% |
| Admin fee / account holder | $239 | $219+9.3% | $11,033-97.8% | $430-44.4% |