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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 13-2919773 | Advisory (Plan) | $57,488 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,959 |
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 | $169,875 | $69,848+143.2% | $115,756+46.8% | $66,914+153.9% |
| Participation rate | 91.8% | 70.6%+21.2pp | 77.1%+14.7pp | 69.8%+22.0pp |
| Annual return | -16.56% | 969.66%-986.2pp | 143.14%-159.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $12,666 | $2,613+384.8% | $3,793+233.9% | $2,544+397.8% |
| Participant deferral / active EE | $8,993 | $4,274+110.4% | $6,254+43.8% | $4,237+112.3% |
| Admin fee / account holder | $628 | $337+86.2% | $8,124-92.3% | $593+5.8% |