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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,965 |
Filed as: MORGAN STANLEY BANKING O Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,380 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,917 | $78,275+40.4% | $109,143+0.7% | $86,799+26.6% |
| Participation rate | 99.6% | 73.8%+25.7pp | 75.9%+23.7pp | 72.3%+27.3pp |
| Annual return | 15.39% | 19.14%-3.8pp | 25.75%-10.4pp | 97.91%-82.5pp |
| Employer contribution / active EE | $2,121 | $3,105-31.7% | $3,722-43.0% | $2,405-11.8% |
| Participant deferral / active EE | $7,670 | $3,641+110.7% | $4,653+64.8% | $4,131+85.7% |
| Admin fee / account holder | $398 | $198+100.8% | $6,752-94.1% | $170+135.0% |