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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,087 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $58,097 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $206,903 | $65,390+216.4% | $169,368+22.2% | $71,457+189.5% |
| Participation rate | 98.3% | 67.0%+31.4pp | 77.1%+21.2pp | 67.9%+30.4pp |
| Annual return | 18.42% | 21.31%-2.9pp | 405.60%-387.2pp | 28.85%-10.4pp |
| Employer contribution / active EE | $4,773 | $2,079+129.6% | $4,013+19.0% | $2,588+84.5% |
| Participant deferral / active EE | $12,632 | $4,367+189.3% | $6,221+103.0% | $4,289+194.5% |
| Admin fee / account holder | $855 | $1,324-35.4% | $9,003-90.5% | $1,587-46.1% |