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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,894 |
MMA SECURITIES LLC2+ years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $1,616 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,651 | $69,305-47.1% | $82,313-55.5% | $69,631-47.4% |
| Participation rate | 72.4% | 80.3%-7.8pp | 76.9%-4.5pp | 70.7%+1.7pp |
| Annual return | 24.47% | 21.47%+3.0pp | 25.88%-1.4pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $1,071 | $1,887-43.2% | $2,428-55.9% | $2,032-47.3% |
| Participant deferral / active EE | $6,898 | $3,568+93.3% | $3,706+86.1% | $3,224+114.0% |
| Admin fee / account holder | $13 | $97-87.1% | $5,608-99.8% | $110-88.6% |