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 COMPANY10+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $153,106 |
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Filed as: ED MCGILL-NORTHWESTERN MUTUAL Service code 26 · EIN 39-0509570 12289 STRATFORD DRIVE · CLIVE, IA 50325 | Advisory (Participants) | $67,589 |
FOSTER GROUP10+ years Filed as: FOSTER GROUP, INC. Service code 26 · EIN 42-1361385 | Advisory (Participants) | $54,450 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Participants) | $51,972 |
DANIEL KELLY - DM KELLY & CO10+ years Service code 26 · EIN 42-1439008 3900 INGERSOLL AVENUE, SUITE 300 · DES MOINES, IA 50312 | Advisory (Participants) | $37,041 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 801 GRAND SUITE 3800 · DES MOINES, IA 50309 | Securities Custodian | $33,549 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 400 LOCUST STREET, STE 600 · DES MOINES, IA 50309 | Securities Custodian | $25,421 |
Filed as: NYLIFE SECURITIES, LLC Service code 26 4855 MILLS CIVIC PARKWAY, SUITE 200 · WEST DES MOINES, IA 50265 | Advisory (Participants) | $22,092 |
RBC WEALTH MANAGEMENT10+ years Service code 26 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $20,024 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESOURCE MANAGEMENT Service code 26 1080 JORDAN CREEK PKWY STE 300 N · WEST DES MOINES, IA 50266 | Advisory (Participants) | $18,584 |
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 | $183,334 | $53,136+245.0% | $155,509+17.9% | $199,593-8.1% |
| Participation rate | 98.1% | 64.1%+34.1pp | 78.2%+19.9pp | 72.0%+26.2pp |
| Annual return | 14.50% | 41.15%-26.6pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $10,069 | $1,851+443.9% | $4,672+115.5% | $3,034+231.8% |
| Participant deferral / active EE | $7,906 | $3,161+150.1% | $5,626+40.5% | $5,087+55.4% |
| Admin fee / account holder | $307 | $185+65.6% | $15,912-98.1% | $269+14.2% |