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 BARNEY2+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $8,413 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,676 |
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 | $121,940 | $85,298+43.0% | $90,160+35.2% | - |
| Participation rate | 94.9% | 70.9%+24.0pp | 76.9%+18.1pp | - |
| Annual return | 23.05% | 7.88%+15.2pp | 34.88%-11.8pp | - |
| Employer contribution / active EE | $2,631 | $1,460+80.2% | $3,318-20.7% | - |
| Participant deferral / active EE | $8,302 | $4,522+83.6% | $5,288+57.0% | - |
| Admin fee / account holder | $14 | $1,320-98.9% | $5,943-99.8% | - |