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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $4,604 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,392 | $46,072-62.2% | $70,014-75.2% | $55,167-68.5% |
| Participation rate | 51.9% | 67.5%-15.5pp | 71.8%-19.9pp | 69.0%-17.1pp |
| Annual return | 4.83% | 8.68%-3.8pp | 12.99%-8.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $854 | $1,500-43.1% | $2,338-63.5% | $1,963-56.5% |
| Participant deferral / active EE | $1,422 | $2,344-39.3% | $2,931-51.5% | $3,054-53.4% |
| Admin fee / account holder | $16 | $428-96.2% | $4,380-99.6% | $504-96.8% |