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 |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $13,165 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,954 |
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 | $87,107 | $161,470-46.1% | $121,196-28.1% | - |
| Participation rate | 96.0% | 52.1%+43.9pp | 71.7%+24.2pp | - |
| Annual return | 6.56% | -4.08%+10.6pp | 16.93%-10.4pp | - |
| Employer contribution / active EE | $2,463 | $1,032+138.6% | $4,022-38.8% | - |
| Participant deferral / active EE | $3,457 | $1,577+119.2% | $3,344+3.4% | - |
| Admin fee / account holder | $41 | $10,656-99.6% | $5,019-99.2% | - |