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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,507 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $33,541 |
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $14,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,678 | $100,801+71.3% | $149,696+15.4% | $73,409+135.2% |
| Participation rate | 97.6% | 77.7%+19.9pp | 82.5%+15.1pp | 72.2%+25.4pp |
| Annual return | 24.59% | 265.34%-240.7pp | 276.60%-252.0pp | 59.29%-34.7pp |
| Employer contribution / active EE | $5,136 | $3,312+55.1% | $4,644+10.6% | $2,234+129.9% |
| Participant deferral / active EE | $8,328 | $6,404+30.0% | $6,842+21.7% | $3,805+118.8% |
| Admin fee / account holder | $390 | $181+115.5% | $9,309-95.8% | $158+146.7% |