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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $170,150 |
MMA SECURITIES LLC8 years Service code 49 · EIN 22-3570392 | Other Services | $66,998 |
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 | $66,634 | $104,919-36.5% | $116,228-42.7% | $85,563-22.1% |
| Participation rate | 97.8% | 78.6%+19.2pp | 74.6%+23.2pp | 66.0%+31.8pp |
| Annual return | 16.66% | 15.38%+1.3pp | 90.06%-73.4pp | 31.51%-14.9pp |
| Employer contribution / active EE | $2,507 | $3,485-28.1% | $2,994-16.3% | $2,654-5.5% |
| Participant deferral / active EE | $6,805 | $5,306+28.2% | $4,953+37.4% | $4,375+55.5% |
| Admin fee / account holder | $238 | $429-44.4% | $11,989-98.0% | $834-71.4% |