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 3-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 | $33,277 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 27 | Advisory (Plan) | $11,635 |
MMA SECURITIES LLC1+ years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESMENT MANAGMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,397 | $65,435-4.6% | $86,677-28.0% | $66,914-6.8% |
| Participation rate | 84.1% | 75.5%+8.7pp | 76.6%+7.5pp | 69.8%+14.3pp |
| Annual return | 190.58% | -10.89%+201.5pp | 35.91%+154.7pp | 1.58%+189.0pp |
| Employer contribution / active EE | $4,172 | $2,153+93.8% | $2,836+47.1% | $2,544+64.0% |
| Participant deferral / active EE | $5,303 | $4,100+29.3% | $4,656+13.9% | $4,237+25.2% |
| Admin fee / account holder | $212 | $642-67.0% | $7,493-97.2% | $593-64.3% |