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: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $9,159 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,322 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,177 | $50,199-41.9% | $70,092-58.4% | $66,914-56.4% |
| Participation rate | 97.5% | 66.3%+31.2pp | 70.5%+27.1pp | 69.8%+27.7pp |
| Annual return | -12.60% | -13.85%+1.2pp | 190.73%-203.3pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1 | $1,864-99.9% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,890 | $3,112-39.3% | $3,849-50.9% | $4,237-55.4% |
| Admin fee / account holder | $31 | $600-94.9% | $6,267-99.5% | $593-94.8% |