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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,845 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,509 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,258 | $100,801-30.3% | $149,696-53.1% | $73,409-4.3% |
| Participation rate | 99.7% | 77.7%+22.1pp | 82.5%+17.3pp | 72.2%+27.6pp |
| Annual return | 27.00% | 265.34%-238.3pp | 276.60%-249.6pp | 59.29%-32.3pp |
| Employer contribution / active EE | $2,223 | $3,312-32.9% | $4,644-52.1% | $2,234-0.5% |
| Participant deferral / active EE | $5,958 | $6,404-7.0% | $6,842-12.9% | $3,805+56.6% |
| Admin fee / account holder | $193 | $181+6.7% | $9,309-97.9% | $158+22.2% |