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 7-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,036 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,581 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,827 | $80,724-34.6% | $103,333-48.9% | $74,495-29.1% |
| Participation rate | 94.9% | 65.7%+29.2pp | 74.5%+20.4pp | 67.2%+27.7pp |
| Annual return | 14.26% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,650 | $3,157+47.3% | $3,868+20.2% | $2,623+77.3% |
| Participant deferral / active EE | $5,301 | $3,860+37.3% | $5,057+4.8% | $4,346+22.0% |
| Admin fee / account holder | $290 | $2,368-87.8% | $8,355-96.5% | $1,942-85.1% |