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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $19,090 |
HAGEDORN LITTLE VILLAGE1 year Service code 10 · EIN 11-2222807 | Accounting | $15,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,600 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,823-100.0% | $97,450-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 41.9%-41.9pp | 8.4%-8.4pp |
| Annual return | 14.91% | 15.19%-0.3pp | 10.56%+4.4pp | 18.34%-3.4pp |
| Employer contribution / active EE | $0 | $14,259-100.0% | $28,542-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $752-100.0% | $484-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $1,775-100.0% | $1,464-100.0% | $9,141-100.0% |