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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,020 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 13 · EIN 30-0282430 | Contract Administrator | $11,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,252 | $73,638-27.7% | $108,410-50.9% | $79,386-32.9% |
| Participation rate | 67.3% | 77.4%-10.1pp | 80.1%-12.8pp | 70.7%-3.4pp |
| Annual return | 12.39% | 33.27%-20.9pp | 905.27%-892.9pp | 116.85%-104.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,861 | $6,218-70.1% | $6,563-71.6% | $4,046-54.0% |
| Admin fee / account holder | $348 | $638-45.5% | $7,295-95.2% | $626-44.5% |