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 9-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,319 |
MMA SECURITIES LLC1+ years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,125 | $63,905-51.3% | $74,183-58.0% | $57,658-46.0% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.6%-8.4pp | 70.2%-2.1pp |
| Annual return | 34.87% | 60.60%-25.7pp | 17.74%+17.1pp | 5.13%+29.7pp |
| Employer contribution / active EE | $537 | $1,840-70.8% | $2,370-77.3% | $1,974-72.8% |
| Participant deferral / active EE | $5,868 | $3,448+70.2% | $3,550+65.3% | $3,061+91.7% |
| Admin fee / account holder | $8 | $91-91.1% | $5,586-99.9% | $95-91.4% |