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 5-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 | $178,251 |
THE BENEFIT PRACTICE1+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $45,036 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $35,000 |
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 | $134,162 | $100,801+33.1% | $149,696-10.4% | $73,409+82.8% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 14.64% | 265.34%-250.7pp | 276.60%-262.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $7,513 | $3,312+126.9% | $4,644+61.8% | $2,234+236.3% |
| Participant deferral / active EE | $11,961 | $6,404+86.8% | $6,842+74.8% | $3,805+214.3% |
| Admin fee / account holder | $202 | $181+11.9% | $9,309-97.8% | $158+28.1% |