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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,937 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $1,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,345 | $130,194-39.8% | $169,993-53.9% | $71,457+9.6% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.0%+12.0pp | 67.9%+31.1pp |
| Annual return | 16.53% | 20.37%-3.8pp | 53.37%-36.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,964 | $4,381-55.2% | $6,785-71.1% | $2,588-24.1% |
| Participant deferral / active EE | $5,025 | $6,923-27.4% | $10,408-51.7% | $4,289+17.2% |
| Admin fee / account holder | $50 | $966-94.8% | $12,815-99.6% | $1,587-96.9% |