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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,340 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,874 | $52,406-54.4% | $129,207-81.5% | $74,495-68.0% |
| Participation rate | 96.8% | 53.8%+43.0pp | 69.6%+27.2pp | 67.2%+29.6pp |
| Annual return | 12.99% | 15.66%-2.7pp | 9417.33%-9404.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,029 | $1,531+32.6% | $4,153-51.1% | $2,623-22.6% |
| Participant deferral / active EE | $3,471 | $2,794+24.2% | $4,168-16.7% | $4,346-20.1% |
| Admin fee / account holder | $138 | $2,633-94.8% | $7,715-98.2% | $1,942-92.9% |