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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,455 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY & CO. INCORPORATED Service code 27 · EIN 26-4310632 | Advisory (Plan) | $47,262 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,082 | $76,050+128.9% | $96,544+80.3% | $71,457+143.6% |
| Participation rate | 99.2% | 74.4%+24.8pp | 76.0%+23.3pp | 67.9%+31.3pp |
| Annual return | 12.90% | 22.81%-9.9pp | 25.84%-12.9pp | 28.85%-15.9pp |
| Employer contribution / active EE | $8,188 | $2,244+264.9% | $2,965+176.2% | $2,588+216.4% |
| Participant deferral / active EE | $7,035 | $4,215+66.9% | $4,851+45.0% | $4,289+64.0% |
| Admin fee / account holder | $534 | $2,707-80.3% | $8,252-93.5% | $1,587-66.4% |