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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,149 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $8,465 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,122 | $77,899-49.8% | $149,673-73.9% | $75,163-48.0% |
| Participation rate | 87.4% | 65.6%+21.8pp | 78.8%+8.6pp | 67.2%+20.2pp |
| Annual return | 90.69% | 31.72%+59.0pp | 134.42%-43.7pp | 160.62%-69.9pp |
| Employer contribution / active EE | $3,865 | $3,137+23.2% | $4,818-19.8% | $2,670+44.8% |
| Participant deferral / active EE | $6,829 | $3,411+100.2% | $5,680+20.2% | $4,125+65.5% |
| Admin fee / account holder | $164 | $5,956-97.2% | $13,210-98.8% | $5,651-97.1% |