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: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $34,209 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,079 | $59,623-24.4% | $95,585-52.8% | $85,563-47.3% |
| Participation rate | 24.8% | 57.2%-32.4pp | 72.1%-47.3pp | 66.0%-41.1pp |
| Annual return | 22.00% | 18.22%+3.8pp | 38.56%-16.6pp | 31.51%-9.5pp |
| Employer contribution / active EE | $652 | $1,669-61.0% | $2,527-74.2% | $2,654-75.4% |
| Participant deferral / active EE | $1,220 | $3,357-63.7% | $4,023-69.7% | $4,375-72.1% |
| Admin fee / account holder | $258 | $650-60.3% | $6,127-95.8% | $834-69.0% |