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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $62,693 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,157 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,849 |
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 | $55,682 | $79,519-30.0% | $95,952-42.0% | $73,409-24.1% |
| Participation rate | 96.2% | 81.2%+15.1pp | 77.1%+19.2pp | 72.2%+24.1pp |
| Annual return | 25.76% | 19.20%+6.6pp | 91.61%-65.9pp | 59.29%-33.5pp |
| Employer contribution / active EE | $3,216 | $2,048+57.1% | $2,541+26.6% | $2,234+44.0% |
| Participant deferral / active EE | $9,263 | $4,138+123.8% | $4,167+122.3% | $3,805+143.4% |
| Admin fee / account holder | $27 | $184-85.4% | $6,795-99.6% | $158-82.9% |