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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,520 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,195 |
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 | $64,688 | $88,122-26.6% | $141,162-54.2% | $67,579-4.3% |
| Participation rate | 97.5% | 76.5%+21.1pp | 82.5%+15.1pp | 71.3%+26.3pp |
| Annual return | 24.47% | 75.40%-50.9pp | 71.39%-46.9pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,244 | $3,224-30.4% | $4,735-52.6% | $2,148+4.5% |
| Participant deferral / active EE | $6,840 | $5,958+14.8% | $6,709+2.0% | $3,539+93.3% |
| Admin fee / account holder | $233 | $131+78.1% | $10,261-97.7% | $142+63.8% |