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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,364 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,846 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,255 | $75,388-29.4% | $123,544-56.9% | $55,725-4.4% |
| Participation rate | 97.2% | 75.7%+21.6pp | 82.3%+14.9pp | 70.9%+26.4pp |
| Annual return | 43.41% | 4.48%+38.9pp | 119.20%-75.8pp | 244.93%-201.5pp |
| Employer contribution / active EE | $2,123 | $3,063-30.7% | $4,628-54.1% | $2,078+2.2% |
| Participant deferral / active EE | $6,367 | $5,651+12.7% | $6,426-0.9% | $3,356+89.7% |
| Admin fee / account holder | $202 | $120+68.9% | $9,284-97.8% | $115+75.6% |