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 9-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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $37,287 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,923 |
MMA SECURITIES LLC4+ years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,916 | $73,404-30.6% | $87,100-41.5% | $67,579-24.7% |
| Participation rate | 83.6% | 80.9%+2.7pp | 76.9%+6.7pp | 71.3%+12.3pp |
| Annual return | 40.60% | 48.29%-7.7pp | 28.19%+12.4pp | 378.56%-338.0pp |
| Employer contribution / active EE | $1,246 | $2,014-38.1% | $2,521-50.6% | $2,148-42.0% |
| Participant deferral / active EE | $8,276 | $3,913+111.5% | $4,049+104.4% | $3,539+133.8% |
| Admin fee / account holder | $7 | $142-94.8% | $7,497-99.9% | $142-94.9% |