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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,503 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $27,682 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,429 | $108,549-20.4% | $156,263-44.7% | $85,563+1.0% |
| Participation rate | 72.5% | 77.1%-4.6pp | 78.9%-6.5pp | 66.0%+6.5pp |
| Annual return | 27.76% | 21.79%+6.0pp | 59.47%-31.7pp | 31.51%-3.8pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,415 | $4,800-28.9% | $6,158-44.6% | $4,375-22.0% |
| Admin fee / account holder | $194 | $650-70.1% | $14,255-98.6% | $834-76.7% |