See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,851 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $1,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,309 | $102,553-33.4% | $151,611-54.9% | $66,914+2.1% |
| Participation rate | 97.1% | 85.5%+11.6pp | 87.5%+9.6pp | 69.8%+27.3pp |
| Annual return | -16.29% | -10.82%-5.5pp | 3.33%-19.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,873 | $4,180-55.2% | $6,166-69.6% | $2,544-26.4% |
| Participant deferral / active EE | $4,591 | $6,641-30.9% | $8,363-45.1% | $4,237+8.4% |
| Admin fee / account holder | $42 | $630-93.3% | $11,616-99.6% | $593-92.9% |