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 | $159,039 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $45,000 |
CARON & BLETZER, PLLC10+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $281,646 | $104,919+168.4% | $116,228+142.3% | $85,563+229.2% |
| Participation rate | 92.9% | 78.6%+14.3pp | 74.6%+18.3pp | 66.0%+26.9pp |
| Annual return | 14.46% | 15.38%-0.9pp | 90.06%-75.6pp | 31.51%-17.1pp |
| Employer contribution / active EE | $6,404 | $3,485+83.7% | $2,994+113.9% | $2,654+141.3% |
| Participant deferral / active EE | $8,359 | $5,306+57.5% | $4,953+68.8% | $4,375+91.1% |
| Admin fee / account holder | $270 | $429-37.1% | $11,989-97.8% | $834-67.7% |