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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $13,431 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $6,894 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,249 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $150,492 | $79,523+89.2% | $140,016+7.5% | $56,287+167.4% |
| Participation rate | 70.6% | 85.7%-15.1pp | 87.5%-16.9pp | 69.9%+0.7pp |
| Annual return | -4.66% | 2.39%-7.0pp | 651.12%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,613 | $3,350-22.0% | $5,606-53.4% | $2,111+23.8% |
| Participant deferral / active EE | $9,319 | $5,129+81.7% | $6,927+34.5% | $3,350+178.2% |
| Admin fee / account holder | $34 | $614-94.4% | $10,705-99.7% | $521-93.4% |