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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $57,753 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,446 |
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 | $115,626 | $58,926+96.2% | $97,226+18.9% | $74,495+55.2% |
| Participation rate | 97.7% | 63.5%+34.2pp | 72.7%+25.0pp | 67.2%+30.5pp |
| Annual return | 11.76% | 16.04%-4.3pp | 75.13%-63.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,437 | $1,894+28.7% | $2,729-10.7% | $2,623-7.1% |
| Participant deferral / active EE | $7,397 | $3,664+101.9% | $4,264+73.5% | $4,346+70.2% |
| Admin fee / account holder | $461 | $1,974-76.6% | $5,654-91.8% | $1,942-76.3% |