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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,391 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $56,069 |
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 | $167,957 | $73,004+130.1% | $90,749+85.1% | $68,494+145.2% |
| Participation rate | 93.9% | 70.8%+23.0pp | 75.7%+18.2pp | 67.9%+26.0pp |
| Annual return | -13.10% | -13.81%+0.7pp | -12.16%-0.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,520 | $2,193+60.5% | $2,921+20.5% | $2,596+35.6% |
| Participant deferral / active EE | $8,937 | $3,627+146.4% | $4,564+95.8% | $4,027+121.9% |
| Admin fee / account holder | $735 | $5,896-87.5% | $8,445-91.3% | $5,403-86.4% |