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 |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,091 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,649 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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).
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 | $25,931 | $66,528-61.0% | $86,874-70.2% | $86,799-70.1% |
| Participation rate | 90.5% | 72.4%+18.2pp | 71.6%+18.9pp | 72.3%+18.3pp |
| Annual return | 11.15% | 19.56%-8.4pp | 63.52%-52.4pp | 97.91%-86.8pp |
| Employer contribution / active EE | $628 | $2,007-68.7% | $2,495-74.8% | $2,405-73.9% |
| Participant deferral / active EE | $1,451 | $3,240-55.2% | $3,699-60.8% | $4,131-64.9% |
| Admin fee / account holder | $34 | $148-76.8% | $5,828-99.4% | $170-79.8% |