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 INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $7,833 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,976 |
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 | $45,514 | $99,957-54.5% | $149,696-69.6% | $73,488-38.1% |
| Participation rate | 78.5% | 75.7%+2.8pp | 82.5%-4.0pp | 70.7%+7.8pp |
| Annual return | 19.59% | 53.87%-34.3pp | 276.60%-257.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $2,370 | $3,191-25.7% | $4,644-49.0% | $2,270+4.4% |
| Participant deferral / active EE | $4,367 | $6,073-28.1% | $6,842-36.2% | $3,740+16.8% |
| Admin fee / account holder | $19 | $551-96.5% | $9,309-99.8% | $513-96.3% |