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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,071 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $80,000 |
RBT CPAS, LLP8 years Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,749 | $53,136+57.6% | $155,509-46.1% | $199,593-58.0% |
| Participation rate | 64.4% | 64.1%+0.3pp | 78.2%-13.8pp | 72.0%-7.6pp |
| Annual return | 10.06% | 41.15%-31.1pp | 64.67%-54.6pp | 34.25%-24.2pp |
| Employer contribution / active EE | $1,221 | $1,851-34.0% | $4,672-73.9% | $3,034-59.8% |
| Participant deferral / active EE | $5,038 | $3,161+59.4% | $5,626-10.4% | $5,087-1.0% |
| Admin fee / account holder | $19 | $185-89.8% | $15,912-99.9% | $269-93.0% |