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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $790,109 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 17 · EIN 13-5674085 | Pension Consulting | $170,221 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,495 | $99,061-79.3% | $120,368-83.0% | $99,061-79.3% |
| Participation rate | 93.7% | 71.6%+22.1pp | 71.9%+21.8pp | 71.6%+22.1pp |
| Annual return | 11.07% | 17.66%-6.6pp | 107.26%-96.2pp | 17.66%-6.6pp |
| Employer contribution / active EE | $699 | $3,261-78.5% | $3,465-79.8% | $3,261-78.5% |
| Participant deferral / active EE | $2,718 | $5,331-49.0% | $4,991-45.5% | $5,331-49.0% |
| Admin fee / account holder | $152 | $109+39.5% | $9,429-98.4% | $109+39.5% |