See peer percentile detail with Solo.
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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,349 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $70,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,386 | $119,446-5.9% | $150,045-25.1% | $85,563+31.3% |
| Participation rate | 97.5% | 75.4%+22.1pp | 82.3%+15.2pp | 66.0%+31.5pp |
| Annual return | 15.44% | 23.72%-8.3pp | 62.55%-47.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $3,644 | $4,078-10.7% | $4,693-22.4% | $2,654+37.3% |
| Participant deferral / active EE | $10,033 | $7,985+25.6% | $7,997+25.5% | $4,375+129.3% |
| Admin fee / account holder | $224 | $548-59.1% | $13,435-98.3% | $834-73.1% |