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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,528 |
MMA SECURITIES LLC1+ years Service code 49 · EIN 22-3570392 | Other Services | $7,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,498 | $101,317-74.8% | $146,958-82.6% | $74,495-65.8% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.3pp | 67.2%+18.2pp |
| Annual return | 22.00% | 8730.91%-8708.9pp | 418.34%-396.3pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,040 | $7,303-17.3% | $8,070-25.2% | $4,346+39.0% |
| Admin fee / account holder | $204 | $1,739-88.3% | $12,998-98.4% | $1,942-89.5% |