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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,615 |
MMA SECURITIES LLC3+ years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $1,545 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,930 | $65,118-41.8% | $76,768-50.6% | $55,725-31.9% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.0%+0.8pp | 70.9%+6.9pp |
| Annual return | -7.41% | -1.27%-6.1pp | 2.43%-9.8pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,251 | $1,941-35.6% | $2,485-49.7% | $2,078-39.8% |
| Participant deferral / active EE | $8,303 | $3,688+125.1% | $3,852+115.6% | $3,356+147.5% |
| Admin fee / account holder | $8 | $116-92.9% | $6,675-99.9% | $115-92.8% |