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 BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $6,996 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,862 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,493 | $73,102-59.7% | $123,544-76.1% | $56,287-47.6% |
| Participation rate | 70.3% | 74.3%-4.0pp | 82.3%-11.9pp | 69.9%+0.5pp |
| Annual return | -6.65% | 3.01%-9.7pp | 119.20%-125.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,775 | $2,977-6.8% | $4,628-40.0% | $2,111+31.5% |
| Participant deferral / active EE | $5,799 | $5,423+6.9% | $6,426-9.7% | $3,350+73.1% |
| Admin fee / account holder | $28 | $554-94.9% | $9,284-99.7% | $521-94.6% |