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: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $23,308 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 | Other Services | $11,767 |
Filed as: MORGAN STANLEY INS SERVICES, INC. Service code 49 · EIN 51-0116113 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,081 | $54,590+30.2% | $81,930-13.2% | $73,488-3.3% |
| Participation rate | 30.8% | 68.3%-37.5pp | 72.0%-41.2pp | 70.7%-39.9pp |
| Annual return | 8.22% | 17.74%-9.5pp | 29.49%-21.3pp | 28.51%-20.3pp |
| Employer contribution / active EE | $1,489 | $1,636-9.0% | $4,310-65.4% | $2,270-34.4% |
| Participant deferral / active EE | $2,941 | $2,759+6.6% | $7,107-58.6% | $3,740-21.3% |
| Admin fee / account holder | $476 | $592-19.7% | $5,158-90.8% | $513-7.3% |