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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,801 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 54-9650989 | Consulting | $27,238 |
Employer 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.)
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 | $100,605 | $156,468-35.7% | $142,863-29.6% | - |
| Participation rate | 92.9% | 65.7%+27.2pp | 71.9%+21.0pp | - |
| Annual return | 27.10% | 18.87%+8.2pp | 5637.54%-5610.4pp | - |
| Employer contribution / active EE | $301 | $2,181-86.2% | $4,144-92.7% | - |
| Participant deferral / active EE | $3,862 | $2,526+52.9% | $3,837+0.6% | - |
| Admin fee / account holder | $498 | $105,521-99.5% | $6,560-92.4% | - |