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 |
|---|---|---|
MERCER6+ years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $33,830 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,032 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,516 | $79,519+23.9% | $95,952+2.7% | $73,409+34.2% |
| Participation rate | 95.6% | 81.2%+14.4pp | 77.1%+18.5pp | 72.2%+23.4pp |
| Annual return | 18.15% | 19.20%-1.0pp | 91.61%-73.5pp | 59.29%-41.1pp |
| Employer contribution / active EE | $760 | $2,048-62.9% | $2,541-70.1% | $2,234-66.0% |
| Participant deferral / active EE | $4,473 | $4,138+8.1% | $4,167+7.3% | $3,805+17.5% |
| Admin fee / account holder | $14 | $184-92.7% | $6,795-99.8% | $158-91.4% |