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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,194 |
MORGAN STANLEY SMITH BARNEY2+ 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 | $813,298 | $75,284+980.3% | $91,001+793.7% | $69,631+1068.0% |
| Participation rate | 91.3% | 80.4%+10.9pp | 75.6%+15.7pp | 70.7%+20.6pp |
| Annual return | 18.81% | 48.40%-29.6pp | 4.60%+14.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $21,359 | $2,473+763.8% | $2,456+769.8% | $2,032+951.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $230 | $111+108.2% | $5,417-95.8% | $110+108.5% |