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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,949 |
MASSACHUSETTS MUTUAL LIFE INS. CO.11+ years Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $6,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,685 | $132,049-19.2% | $200,582-46.8% | $74,304+43.6% |
| Participation rate | 99.0% | 84.1%+15.0pp | 86.9%+12.1pp | 60.3%+38.7pp |
| Annual return | 14.94% | 22.22%-7.3pp | 42.33%-27.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,128 | $4,558-53.3% | $6,419-66.8% | $2,241-5.1% |
| Participant deferral / active EE | $5,576 | $7,213-22.7% | $9,331-40.2% | $3,767+48.0% |
| Admin fee / account holder | $65 | $2,405-97.3% | $16,305-99.6% | $2,969-97.8% |