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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,643 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $90,173 |
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 | $116,885 | $82,917+41.0% | $103,333+13.1% | $77,643+50.5% |
| Participation rate | 99.4% | 71.6%+27.8pp | 74.5%+24.9pp | 70.6%+28.8pp |
| Annual return | 12.75% | 19.13%-6.4pp | 24.88%-12.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,437 | $3,552-31.4% | $3,868-37.0% | $2,726-10.6% |
| Participant deferral / active EE | $9,081 | $4,108+121.0% | $5,057+79.5% | $4,647+95.4% |
| Admin fee / account holder | $301 | $638-52.8% | $8,355-96.4% | $430-30.0% |