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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,080 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $60,000 |
CARON & BLETZER, PLLC9+ 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 | $250,797 | $92,055+172.4% | $106,213+136.1% | $77,643+223.0% |
| Participation rate | 89.2% | 81.0%+8.2pp | 75.3%+13.9pp | 70.6%+18.6pp |
| Annual return | 21.71% | 17.91%+3.8pp | 116.14%-94.4pp | 31.24%-9.5pp |
| Employer contribution / active EE | $7,641 | $3,367+126.9% | $3,171+140.9% | $2,726+180.3% |
| Participant deferral / active EE | $13,029 | $5,386+141.9% | $5,016+159.7% | $4,647+180.4% |
| Admin fee / account holder | $254 | $219+16.1% | $11,033-97.7% | $430-40.9% |