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 BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $239,468 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $222,397 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $135,105 | $122,186+10.6% | $146,958-8.1% | $199,593-32.3% |
| Participation rate | 79.5% | 78.3%+1.2pp | 82.2%-2.6pp | 72.0%+7.5pp |
| Annual return | 18.19% | 30.56%-12.4pp | 418.34%-400.1pp | 34.25%-16.1pp |
| Employer contribution / active EE | $1,830 | $4,093-55.3% | $4,933-62.9% | $3,034-39.7% |
| Participant deferral / active EE | $8,880 | $8,502+4.4% | $8,070+10.0% | $5,087+74.6% |
| Admin fee / account holder | $98 | $179-45.3% | $12,998-99.2% | $269-63.6% |