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 | $129,046 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $46,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,452 | $113,293-74.9% | $67,502-57.8% | $199,593-85.7% |
| Participation rate | 49.2% | 73.3%-24.1pp | 72.9%-23.6pp | 72.0%-22.7pp |
| Annual return | 14.44% | 15.88%-1.4pp | 3512.12%-3497.7pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,128 | $3,401-66.8% | $2,731-58.7% | $3,034-62.8% |
| Participant deferral / active EE | $1,724 | $4,159-58.5% | $4,000-56.9% | $5,087-66.1% |
| Admin fee / account holder | $107 | $103+4.5% | $3,998-97.3% | $269-60.2% |