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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,652 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY & CO. INCORPORATED Service code 27 · EIN 26-4310632 | Advisory (Plan) | $55,536 |
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 | $187,312 | $79,171+136.6% | $102,423+82.9% | $74,495+151.4% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 8.72% | 54.93%-46.2pp | 29.32%-20.6pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $9,769 | $2,362+313.5% | $3,023+223.1% | $2,623+272.4% |
| Participant deferral / active EE | $7,722 | $4,415+74.9% | $5,053+52.8% | $4,346+77.7% |
| Admin fee / account holder | $613 | $2,001-69.4% | $9,451-93.5% | $1,942-68.4% |