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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,852 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY WILSHINSKY GROUP Service code 27 · EIN 26-4310632 | Advisory (Plan) | $41,653 |
STRATO, INC.1 year Service code 27 · EIN 22-1997382 | Advisory (Plan) | $27,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,879 | $71,516+136.1% | $98,439+71.6% | $71,457+136.3% |
| Participation rate | 90.2% | 72.7%+17.5pp | 75.2%+15.0pp | 67.9%+22.3pp |
| Annual return | 13.99% | 32.41%-18.4pp | 21.16%-7.2pp | 28.85%-14.9pp |
| Employer contribution / active EE | $3,264 | $2,399+36.0% | $3,048+7.1% | $2,588+26.1% |
| Participant deferral / active EE | $8,032 | $4,109+95.5% | $4,738+69.5% | $4,289+87.3% |
| Admin fee / account holder | $816 | $1,675-51.3% | $8,948-90.9% | $1,587-48.6% |