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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,803 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $18,593 |
MERCER1 year Service code 27 · EIN 30-0282430 | Advisory (Plan) | $9,527 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,837 | $79,171+45.0% | $102,423+12.1% | $74,495+54.2% |
| Participation rate | 90.2% | 74.8%+15.4pp | 76.5%+13.7pp | 67.2%+23.0pp |
| Annual return | 15.23% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $5,048 | $2,362+113.7% | $3,023+67.0% | $2,623+92.4% |
| Participant deferral / active EE | $7,565 | $4,415+71.3% | $5,053+49.7% | $4,346+74.1% |
| Admin fee / account holder | $366 | $2,001-81.7% | $9,451-96.1% | $1,942-81.1% |