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 | $107,225 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $48,521 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,609 | $89,436+15.8% | $164,813-37.1% | $77,643+33.4% |
| Participation rate | 74.4% | 78.6%-4.2pp | 78.6%-4.2pp | 70.6%+3.8pp |
| Annual return | 14.15% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $8,231 | $4,897+68.1% | $6,031+36.5% | $4,647+77.1% |
| Admin fee / account holder | $276 | $339-18.8% | $12,690-97.8% | $430-36.0% |