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 LLC4+ years Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $14,414 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,762 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,763 | $46,722+96.4% | $130,648-29.8% | $65,185+40.8% |
| Participation rate | 95.0% | 60.9%+34.1pp | 71.7%+23.3pp | 70.2%+24.8pp |
| Annual return | 4.20% | 24.17%-20.0pp | 1708.96%-1704.8pp | 29.38%-25.2pp |
| Employer contribution / active EE | $2,162 | $1,488+45.3% | $4,092-47.2% | $2,177-0.7% |
| Participant deferral / active EE | $3,337 | $2,545+31.1% | $3,603-7.4% | $3,514-5.0% |
| Admin fee / account holder | $39 | $453-91.3% | $5,464-99.3% | $847-95.4% |