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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,742 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,500 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,515 | $37,196-15.3% | $154,107-79.5% | $55,725-43.4% |
| Participation rate | 41.4% | 64.1%-22.7pp | 83.0%-41.6pp | 70.9%-29.4pp |
| Annual return | -4.07% | 1319.68%-1323.7pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $291 | $1,614-82.0% | $5,298-94.5% | $2,078-86.0% |
| Participant deferral / active EE | $1,381 | $2,068-33.2% | $5,081-72.8% | $3,356-58.9% |
| Admin fee / account holder | $219 | $102+115.1% | $13,411-98.4% | $115+89.8% |