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 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,324 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,159 | $78,953+4.1% | $113,168-27.4% | - |
| Participation rate | 55.6% | 68.2%-12.6pp | 76.6%-21.0pp | - |
| Annual return | 12.55% | 14.87%-2.3pp | 24.27%-11.7pp | - |
| Employer contribution / active EE | $715 | $2,126-66.4% | $2,975-76.0% | - |
| Participant deferral / active EE | $3,260 | $4,324-24.6% | $5,107-36.2% | - |
| Admin fee / account holder | $439 | $5,008-91.2% | $12,068-96.4% | - |