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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,387 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $42,736 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,834 | $104,919-62.0% | $116,228-65.7% | $85,563-53.4% |
| Participation rate | 86.1% | 78.6%+7.4pp | 74.6%+11.5pp | 66.0%+20.1pp |
| Annual return | 43.06% | 15.38%+27.7pp | 90.06%-47.0pp | 31.51%+11.5pp |
| Employer contribution / active EE | $675 | $3,485-80.6% | $2,994-77.5% | $2,654-74.6% |
| Participant deferral / active EE | $3,962 | $5,306-25.3% | $4,953-20.0% | $4,375-9.4% |
| Admin fee / account holder | $151 | $429-64.8% | $11,989-98.7% | $834-81.9% |