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 10-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 | $26,552 |
MMA SECURITIES LLC1+ years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $3,687 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,963 | $38,312-14.0% | $100,671-67.3% | $59,188-44.3% |
| Participation rate | 83.1% | 57.4%+25.7pp | 70.7%+12.4pp | 69.4%+13.7pp |
| Annual return | -0.11% | 2.64%-2.8pp | 20.43%-20.5pp | 5.51%-5.6pp |
| Employer contribution / active EE | $1,411 | $1,183+19.3% | $4,012-64.8% | $2,098-32.7% |
| Participant deferral / active EE | $3,127 | $1,847+69.3% | $3,144-0.5% | $3,265-4.2% |
| Admin fee / account holder | $11 | $68-83.4% | $4,850-99.8% | $92-87.8% |