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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,401 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,198 | $150,818-30.2% | $100,391+4.8% | - |
| Participation rate | 100.0% | 67.3%+32.7pp | 81.5%+18.5pp | - |
| Annual return | 12.71% | 14.05%-1.3pp | 49.20%-36.5pp | - |
| Employer contribution / active EE | $0 | $2,537-100.0% | $3,942-100.0% | - |
| Participant deferral / active EE | $13,891 | $4,233+228.2% | $8,082+71.9% | - |
| Admin fee / account holder | $280 | $25,214-98.9% | $7,899-96.5% | - |