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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,655 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED Service code 13 · EIN 33-0499726 | Contract Administrator | $125 |
MERCER2 years 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 | $5,489 | $29,548-81.4% | $56,411-90.3% | $77,643-92.9% |
| Participation rate | 86.0% | 32.7%+53.4pp | 52.5%+33.6pp | 70.6%+15.5pp |
| Annual return | 18.48% | 19.01%-0.5pp | 1701.33%-1682.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,498 | $1,061+41.2% | $1,952-23.3% | $4,647-67.8% |
| Admin fee / account holder | $97 | $1,046-90.7% | $2,829-96.6% | $430-77.5% |