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 | $143,488 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $56,490 |
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 | $141,696 | $89,178+58.9% | $91,541+54.8% | $102,872+37.7% |
| Participation rate | 99.8% | 79.7%+20.1pp | 69.8%+30.0pp | 73.0%+26.8pp |
| Annual return | 18.52% | 14.52%+4.0pp | 20.50%-2.0pp | 19.06%-0.5pp |
| Employer contribution / active EE | $4,288 | $3,455+24.1% | $2,505+71.2% | $3,526+21.6% |
| Participant deferral / active EE | $6,516 | $4,657+39.9% | $4,008+62.6% | $5,535+17.7% |
| Admin fee / account holder | $123 | $134-8.0% | $6,956-98.2% | $292-57.8% |