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.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,778 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,201 | $26,114-83.9% | $58,482-92.8% | $74,419-94.4% |
| Participation rate | 84.8% | 32.1%+52.7pp | 50.9%+34.0pp | 70.7%+14.1pp |
| Annual return | 20.88% | 32.51%-11.6pp | 4239.32%-4218.4pp | 34.38%-13.5pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,476 | $1,075+37.3% | $1,924-23.3% | $4,528-67.4% |
| Admin fee / account holder | $74 | $649-88.6% | $2,516-97.1% | $348-78.7% |