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 |
|---|---|---|
MERCER7 years Service code 49 · EIN 30-0282430 | Other Services | $85,055 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,357 |
Annual investment return 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 | $204,942 | $100,923+103.1% | $150,045+36.6% | $74,304+175.8% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.3%+15.4pp | 60.3%+37.4pp |
| Annual return | 13.57% | 51.77%-38.2pp | 62.55%-49.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $5,176 | $3,463+49.4% | $4,693+10.3% | $2,241+130.9% |
| Participant deferral / active EE | $13,173 | $6,709+96.3% | $7,997+64.7% | $3,767+249.7% |
| Admin fee / account holder | $11 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |