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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $396,757 |
MMA SECURITIES LLC4 years Service code 16 · EIN 22-3570392 | Consulting | $92,372 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008624 | Accounting | $55,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,667 | $95,918+11.2% | $151,611-29.6% | $77,904+36.9% |
| Participation rate | 96.6% | 88.7%+7.9pp | 87.5%+9.1pp | 73.7%+22.9pp |
| Annual return | -16.39% | -5.50%-10.9pp | 3.33%-19.7pp | 12.21%-28.6pp |
| Employer contribution / active EE | $1,397 | $4,330-67.8% | $6,166-77.4% | $2,848-51.0% |
| Participant deferral / active EE | $6,258 | $7,508-16.7% | $8,363-25.2% | $4,806+30.2% |
| Admin fee / account holder | $138 | $93+47.9% | $11,616-98.8% | $133+4.1% |