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 | $35,591 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,872 | $53,053-45.6% | $126,539-77.2% | $74,304-61.1% |
| Participation rate | 99.5% | 48.0%+51.4pp | 69.8%+29.6pp | 60.3%+39.1pp |
| Annual return | 20.22% | 29.46%-9.2pp | 425.95%-405.7pp | 29.43%-9.2pp |
| Employer contribution / active EE | $2,270 | $1,168+94.5% | $3,674-38.2% | $2,241+1.3% |
| Participant deferral / active EE | $3,891 | $2,303+69.0% | $4,083-4.7% | $3,767+3.3% |
| Admin fee / account holder | $150 | $3,698-96.0% | $6,065-97.5% | $2,969-95.0% |