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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $53,659 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,033 |
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 | $85,039 | $71,142+19.5% | $119,609-28.9% | $64,808+31.2% |
| Participation rate | 73.2% | 78.6%-5.4pp | 79.3%-6.0pp | 71.5%+1.8pp |
| Annual return | -12.78% | -10.01%-2.8pp | -14.97%+2.2pp | 32.82%-45.6pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,025 | $4,490+56.5% | $5,602+25.4% | $4,310+63.0% |
| Admin fee / account holder | $15 | $162-90.6% | $10,323-99.9% | $188-91.9% |