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 BARNEY7 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $61,652 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,690 | $100,923+178.1% | $150,045+87.1% | $74,304+277.8% |
| Participation rate | 95.9% | 70.1%+25.9pp | 82.3%+13.6pp | 60.3%+35.6pp |
| Annual return | 14.73% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $7,810 | $3,463+125.5% | $4,693+66.4% | $2,241+248.5% |
| Participant deferral / active EE | $10,503 | $6,709+56.5% | $7,997+31.3% | $3,767+178.8% |
| Admin fee / account holder | $670 | $2,767-75.8% | $13,435-95.0% | $2,969-77.4% |