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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $16,127 |
Service code 27 · EIN 95-4644497 | Advisory (Plan) | $15,094 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,775 | $70,667+87.9% | $123,104+7.9% | $52,331+153.7% |
| Participation rate | 67.6% | 83.7%-16.1pp | 86.8%-19.2pp | 68.1%-0.5pp |
| Annual return | -0.16% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,099 | $2,946+5.2% | $5,151-39.8% | $1,882+64.7% |
| Participant deferral / active EE | $8,270 | $4,493+84.1% | $6,230+32.8% | $3,022+173.7% |
| Admin fee / account holder | $114 | $506-77.5% | $9,015-98.7% | $592-80.7% |