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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $25,329 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,627 | $62,928-52.9% | $172,739-82.8% | $67,579-56.2% |
| Participation rate | 53.2% | 64.5%-11.3pp | 82.6%-29.5pp | 71.3%-18.1pp |
| Annual return | 22.27% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $579 | $1,636-64.6% | $5,143-88.7% | $2,148-73.0% |
| Participant deferral / active EE | $1,170 | $2,145-45.4% | $5,198-77.5% | $3,539-66.9% |
| Admin fee / account holder | $120 | $167-27.8% | $13,954-99.1% | $142-15.4% |