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 9-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 BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $49,853 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,044 |
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 | $137,318 | $80,753+70.0% | $136,294+0.8% | $62,292+120.4% |
| Participation rate | 93.8% | 73.5%+20.2pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 18.02% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $5,090 | $2,884+76.5% | $4,695+8.4% | $2,042+149.3% |
| Participant deferral / active EE | $7,413 | $5,164+43.5% | $6,247+18.7% | $3,169+133.9% |
| Admin fee / account holder | $155 | $525-70.6% | $9,243-98.3% | $479-67.8% |