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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,423 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $36,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $702,844 | $74,024+849.5% | $77,999+801.1% | $57,658+1119.0% |
| Participation rate | 91.6% | 79.7%+11.8pp | 75.5%+16.1pp | 70.2%+21.4pp |
| Annual return | 17.15% | 12.14%+5.0pp | 425.96%-408.8pp | 5.13%+12.0pp |
| Employer contribution / active EE | $17,165 | $2,365+625.7% | $2,470+594.9% | $1,974+769.6% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $259 | $93+178.1% | $5,480-95.3% | $95+174.2% |