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 10-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,047 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $27,934 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,495 | $89,652-16.9% | $141,162-47.2% | $65,185+14.3% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.5%+10.4pp | 70.2%+22.7pp |
| Annual return | 50.82% | 32.79%+18.0pp | 71.39%-20.6pp | 29.38%+21.4pp |
| Employer contribution / active EE | $675 | $3,065-78.0% | $4,735-85.8% | $2,177-69.0% |
| Participant deferral / active EE | $6,417 | $5,691+12.8% | $6,709-4.3% | $3,514+82.6% |
| Admin fee / account holder | $388 | $569-31.7% | $10,261-96.2% | $847-54.2% |