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 9-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,130 |
Filed as: MORGAN STANLEY & CO. INCORPORATED Service code 27 · EIN 26-4310632 | Advisory (Plan) | $47,886 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,709 | $65,435+148.7% | $86,677+87.7% | $66,914+143.2% |
| Participation rate | 99.2% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.4pp |
| Annual return | -12.09% | -10.89%-1.2pp | 35.91%-48.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $7,967 | $2,153+270.0% | $2,836+180.9% | $2,544+213.1% |
| Participant deferral / active EE | $6,735 | $4,100+64.3% | $4,656+44.7% | $4,237+59.0% |
| Admin fee / account holder | $672 | $642+4.8% | $7,493-91.0% | $593+13.3% |