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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,750 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,637 | $48,335-55.2% | $121,098-82.1% | $71,457-69.7% |
| Participation rate | 96.4% | 54.3%+42.2pp | 69.5%+27.0pp | 67.9%+28.5pp |
| Annual return | 24.39% | 23.32%+1.1pp | 985.75%-961.4pp | 28.85%-4.5pp |
| Employer contribution / active EE | $2,022 | $1,489+35.8% | $4,164-51.4% | $2,588-21.9% |
| Participant deferral / active EE | $3,419 | $2,754+24.2% | $4,080-16.2% | $4,289-20.3% |
| Admin fee / account holder | $133 | $1,841-92.8% | $5,644-97.6% | $1,587-91.6% |