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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $813,679 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 17 · EIN 13-5674085 | Pension Consulting | $174,559 |
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 | $22,520 | $117,739-80.9% | $136,749-83.5% | $117,739-80.9% |
| Participation rate | 93.4% | 76.6%+16.8pp | 72.1%+21.3pp | 76.6%+16.8pp |
| Annual return | 15.42% | 17.29%-1.9pp | 24.33%-8.9pp | 17.29%-1.9pp |
| Employer contribution / active EE | $769 | $3,746-79.5% | $3,400-77.4% | $3,746-79.5% |
| Participant deferral / active EE | $2,938 | $6,128-52.1% | $4,692-37.4% | $6,128-52.1% |
| Admin fee / account holder | $146 | $112+30.8% | $11,386-98.7% | $112+30.8% |