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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,992 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 54-9650989 | Consulting | $27,578 |
MORNINGSTAR2 years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,631 | $53,053+114.2% | $126,539-10.2% | $74,304+52.9% |
| Participation rate | 90.5% | 48.0%+42.4pp | 69.8%+20.7pp | 60.3%+30.1pp |
| Annual return | 4.30% | 29.46%-25.2pp | 425.95%-421.6pp | 29.43%-25.1pp |
| Employer contribution / active EE | $3,147 | $1,168+169.5% | $3,674-14.4% | $2,241+40.4% |
| Participant deferral / active EE | $5,337 | $2,303+131.7% | $4,083+30.7% | $3,767+41.7% |
| Admin fee / account holder | $607 | $3,698-83.6% | $6,065-90.0% | $2,969-79.6% |