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 BARNEY6 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 13-2919773 | Advisory (Plan) | $58,285 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,718 |
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 | $205,087 | $80,138+155.9% | $130,231+57.5% | $71,457+187.0% |
| Participation rate | 91.5% | 71.0%+20.5pp | 76.3%+15.2pp | 67.9%+23.6pp |
| Annual return | 18.36% | 16.81%+1.5pp | 38.77%-20.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $7,875 | $2,834+177.9% | $4,126+90.9% | $2,588+204.3% |
| Participant deferral / active EE | $9,768 | $4,641+110.5% | $6,799+43.7% | $4,289+127.8% |
| Admin fee / account holder | $598 | $1,035-42.3% | $6,020-90.1% | $1,587-62.4% |