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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,860 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,976 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,144 | $53,901-42.2% | $134,143-76.8% | $73,488-57.6% |
| Participation rate | 97.7% | 62.8%+34.9pp | 72.2%+25.5pp | 70.7%+27.0pp |
| Annual return | 15.05% | 15.82%-0.8pp | 36.33%-21.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,585 | $1,458+8.7% | $3,704-57.2% | $2,270-30.2% |
| Participant deferral / active EE | $2,874 | $2,739+4.9% | $3,499-17.8% | $3,740-23.1% |
| Admin fee / account holder | $203 | $581-65.0% | $6,684-97.0% | $513-60.4% |