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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,032 |
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 | $64,154 | $50,815+26.3% | $155,509-58.7% | $77,643-17.4% |
| Participation rate | 37.1% | 63.1%-26.0pp | 78.2%-41.0pp | 70.6%-33.4pp |
| Annual return | 14.34% | 34.80%-20.5pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $467 | $1,993-76.5% | $4,672-90.0% | $2,726-82.9% |
| Participant deferral / active EE | $2,303 | $2,822-18.4% | $5,626-59.1% | $4,647-50.4% |
| Admin fee / account holder | $198 | $437-54.6% | $15,912-98.8% | $430-54.0% |