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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,869 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,550 |
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 | $47,102 | $78,483-40.0% | $106,201-55.6% | $74,546-36.8% |
| Participation rate | 94.6% | 72.8%+21.8pp | 75.3%+19.3pp | 67.2%+27.4pp |
| Annual return | 13.09% | 15.94%-2.9pp | 116.26%-103.2pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $2,018 | $2,522-19.9% | $3,170-36.3% | $2,624-23.1% |
| Participant deferral / active EE | $6,236 | $4,320+44.3% | $5,012+24.4% | $4,347+43.4% |
| Admin fee / account holder | $297 | $2,236-86.7% | $11,039-97.3% | $1,944-84.7% |