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: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $235,375 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310844 | Direct payment from the plan; Securit... | $109,422 |
Filed as: NOVARA, TESIJA Service code 29 · EIN 38-2823147 | Legal | $62,823 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $45,313 |
ZAKERSKI & COMPANY7+ years Service code 10 · EIN 38-3257894 | Accounting | $18,760 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,392 | $76,774-70.8% | $112,228-80.0% | $77,904-71.3% |
| Participation rate | 75.1% | 80.2%-5.0pp | 75.1%+0.1pp | 73.7%+1.4pp |
| Annual return | -7.33% | -10.25%+2.9pp | 27.45%-34.8pp | 12.21%-19.5pp |
| Employer contribution / active EE | $1,513 | $3,977-61.9% | $3,635-58.4% | $2,848-46.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $129 | $239-46.1% | $6,410-98.0% | $133-2.9% |