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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,234 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,833 |
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 | $40,185 | $62,928-36.1% | $172,739-76.7% | $67,579-40.5% |
| Participation rate | 40.2% | 64.5%-24.2pp | 82.6%-42.4pp | 71.3%-31.1pp |
| Annual return | 24.96% | 30.36%-5.4pp | 802.84%-777.9pp | 378.56%-353.6pp |
| Employer contribution / active EE | $358 | $1,636-78.1% | $5,143-93.0% | $2,148-83.3% |
| Participant deferral / active EE | $1,716 | $2,145-20.0% | $5,198-67.0% | $3,539-51.5% |
| Admin fee / account holder | $200 | $167+19.8% | $13,954-98.6% | $142+40.2% |