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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $171,312 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $62,564 |
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 | $101,031 | $66,528+51.9% | $86,874+16.3% | $86,799+16.4% |
| Participation rate | 93.6% | 72.4%+21.2pp | 71.6%+22.0pp | 72.3%+21.3pp |
| Annual return | 14.01% | 19.56%-5.5pp | 63.52%-49.5pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,893 | $2,007-5.7% | $2,495-24.1% | $2,405-21.3% |
| Participant deferral / active EE | $6,707 | $3,240+107.0% | $3,699+81.3% | $4,131+62.4% |
| Admin fee / account holder | $336 | $148+126.7% | $5,828-94.2% | $170+98.1% |