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 | $78,485-40.0% | $106,213-55.7% | $74,495-36.8% |
| Participation rate | 94.6% | 72.8%+21.8pp | 75.3%+19.3pp | 67.2%+27.4pp |
| Annual return | 13.09% | 15.95%-2.9pp | 116.14%-103.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,018 | $2,523-20.0% | $3,171-36.4% | $2,623-23.0% |
| Participant deferral / active EE | $6,236 | $4,322+44.3% | $5,016+24.3% | $4,346+43.5% |
| Admin fee / account holder | $297 | $2,232-86.7% | $11,033-97.3% | $1,942-84.7% |