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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,610 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGE Service code 27 · EIN 30-0282430 | Advisory (Plan) | $11,579 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,961 | $58,320-22.9% | $86,436-48.0% | $66,914-32.8% |
| Participation rate | 67.3% | 78.6%-11.3pp | 80.3%-13.1pp | 69.8%-2.5pp |
| Annual return | -14.50% | -9.71%-4.8pp | 4394.89%-4409.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,904 | $6,899-72.4% | $6,952-72.6% | $4,237-55.1% |
| Admin fee / account holder | $283 | $546-48.1% | $6,731-95.8% | $593-52.3% |