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 | $81,772 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $77,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,266 | $92,971+19.7% | $96,683+15.1% | $74,419+49.5% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.3%+24.8pp | 70.7%+28.4pp |
| Annual return | 16.75% | 37.49%-20.7pp | 35.69%-18.9pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,410 | $3,426-29.7% | $3,737-35.5% | $2,637-8.6% |
| Participant deferral / active EE | $8,619 | $3,970+117.1% | $4,878+76.7% | $4,528+90.3% |
| Admin fee / account holder | $277 | $633-56.3% | $6,730-95.9% | $348-20.5% |