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 | $66,596 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 54-9650989 | Consulting | $41,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,791 | $46,674+137.4% | $117,472-5.7% | $68,494+61.8% |
| Participation rate | 91.5% | 56.8%+34.7pp | 70.6%+20.9pp | 67.9%+23.6pp |
| Annual return | 2.45% | -14.52%+17.0pp | 29.74%-27.3pp | -7.84%+10.3pp |
| Employer contribution / active EE | $2,499 | $1,505+66.1% | $4,176-40.2% | $2,596-3.8% |
| Participant deferral / active EE | $4,725 | $2,636+79.2% | $4,070+16.1% | $4,027+17.3% |
| Admin fee / account holder | $560 | $4,020-86.1% | $5,645-90.1% | $5,403-89.6% |