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 | $61,320 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 54-9650989 | Consulting | $24,672 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,479 | $180,101-45.3% | $121,098-18.7% | - |
| Participation rate | 94.9% | 65.2%+29.7pp | 69.5%+25.5pp | - |
| Annual return | -6.81% | 26.55%-33.4pp | 985.75%-992.6pp | - |
| Employer contribution / active EE | $2,898 | $2,353+23.2% | $4,164-30.4% | - |
| Participant deferral / active EE | $5,059 | $4,104+23.3% | $4,080+24.0% | - |
| Admin fee / account holder | $499 | $23,406-97.9% | $5,644-91.2% | - |