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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,387 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 95-0537630 | Consulting | $30,066 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,252 | $150,818-20.9% | $129,207-7.7% | - |
| Participation rate | 89.9% | 67.3%+22.6pp | 69.6%+20.3pp | - |
| Annual return | 14.44% | 14.05%+0.4pp | 9417.33%-9402.9pp | - |
| Employer contribution / active EE | $3,285 | $2,537+29.5% | $4,153-20.9% | - |
| Participant deferral / active EE | $5,566 | $4,233+31.5% | $4,168+33.6% | - |
| Admin fee / account holder | $608 | $25,214-97.6% | $7,715-92.1% | - |