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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,516 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,591 | $56,485+0.2% | $185,823-69.5% | $86,799-34.8% |
| Participation rate | 40.2% | 65.5%-25.3pp | 81.7%-41.5pp | 72.3%-32.1pp |
| Annual return | 13.58% | 118.04%-104.5pp | 122.05%-108.5pp | 97.91%-84.3pp |
| Employer contribution / active EE | $464 | $1,843-74.8% | $5,167-91.0% | $2,405-80.7% |
| Participant deferral / active EE | $2,399 | $2,553-6.0% | $5,568-56.9% | $4,131-41.9% |
| Admin fee / account holder | $208 | $150+38.8% | $16,237-98.7% | $170+22.5% |