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 10-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 |
|---|---|---|
MERCER1 year Service code 27 · EIN 30-0282430 | Advisory (Plan) | $37,500 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,955 |
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 | $141,682 | $79,171+79.0% | $102,423+38.3% | $74,495+90.2% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.2pp |
| Annual return | 14.31% | 54.93%-40.6pp | 29.32%-15.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $863 | $2,362-63.5% | $3,023-71.5% | $2,623-67.1% |
| Participant deferral / active EE | $5,866 | $4,415+32.9% | $5,053+16.1% | $4,346+35.0% |
| Admin fee / account holder | $19 | $2,001-99.0% | $9,451-99.8% | $1,942-99.0% |