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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,110 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,835 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,343 | $56,503-2.1% | $70,092-21.0% | $64,808-14.6% |
| Participation rate | 95.1% | 70.5%+24.6pp | 70.5%+24.6pp | 71.5%+23.6pp |
| Annual return | -14.03% | -13.44%-0.6pp | 190.73%-204.8pp | 32.82%-46.9pp |
| Employer contribution / active EE | $708 | $2,046-65.4% | $2,559-72.3% | $2,506-71.8% |
| Participant deferral / active EE | $4,077 | $3,389+20.3% | $3,849+5.9% | $4,310-5.4% |
| Admin fee / account holder | $189 | $160+17.7% | $6,267-97.0% | $188+0.5% |