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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,043 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $85,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,085 | $106,236-10.5% | $112,228-15.3% | $64,808+46.7% |
| Participation rate | 99.1% | 71.7%+27.5pp | 75.1%+24.1pp | 71.5%+27.7pp |
| Annual return | -14.37% | -6.02%-8.4pp | 27.45%-41.8pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,176 | $3,166-31.3% | $3,635-40.1% | $2,506-13.2% |
| Participant deferral / active EE | $7,832 | $3,785+106.9% | $4,728+65.7% | $4,310+81.7% |
| Admin fee / account holder | $323 | $452-28.4% | $6,410-95.0% | $188+72.2% |