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 BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $201,886 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,580 |
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).
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 | $132,526 | $107,459+23.3% | $135,903-2.5% | $80,160+65.3% |
| Participation rate | 75.4% | 78.0%-2.6pp | 81.9%-6.5pp | 72.9%+2.5pp |
| Annual return | 22.28% | 91.91%-69.6pp | 68.23%-46.0pp | 40.38%-18.1pp |
| Employer contribution / active EE | $1,729 | $3,877-55.4% | $4,856-64.4% | $2,978-41.9% |
| Participant deferral / active EE | $8,263 | $8,195+0.8% | $7,758+6.5% | $5,017+64.7% |
| Admin fee / account holder | $26 | $127-79.2% | $10,762-99.8% | $145-81.8% |