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 3-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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $21,090 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $16,737 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,677 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,464 | $77,503+10.3% | $100,391-14.9% | $80,856+5.7% |
| Participation rate | 97.6% | 76.9%+20.6pp | 81.5%+16.1pp | 67.6%+30.0pp |
| Annual return | 14.49% | 37.20%-22.7pp | 49.20%-34.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $6,348 | $2,801+126.6% | $3,942+61.0% | $2,755+130.4% |
| Participant deferral / active EE | $13,593 | $6,820+99.3% | $8,082+68.2% | $4,296+216.4% |
| Admin fee / account holder | $52 | $5,897-99.1% | $7,899-99.3% | $6,918-99.2% |