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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,720 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $120,006 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Account maintenance fees; Recordkeepi... | $18,268 |
CARON & BLETZER, PLLC5+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $8,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,408 | $85,135+269.3% | $98,907+217.9% | $73,409+328.3% |
| Participation rate | 87.8% | 81.1%+6.7pp | 76.0%+11.8pp | 72.2%+15.7pp |
| Annual return | 8.76% | 19.14%-10.4pp | 196.43%-187.7pp | 59.29%-50.5pp |
| Employer contribution / active EE | $7,248 | $2,721+166.4% | $2,689+169.6% | $2,234+224.5% |
| Participant deferral / active EE | $12,196 | $4,349+180.4% | $4,244+187.3% | $3,805+220.5% |
| Admin fee / account holder | $381 | $139+173.3% | $6,642-94.3% | $158+141.1% |