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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,229 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $34,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,671 | $62,581+4.9% | $124,672-47.3% | $86,799-24.3% |
| Participation rate | 38.6% | 56.9%-18.2pp | 74.6%-36.0pp | 72.3%-33.7pp |
| Annual return | 13.05% | 26.67%-13.6pp | 5142.93%-5129.9pp | 97.91%-84.9pp |
| Employer contribution / active EE | $472 | $1,604-70.6% | $3,324-85.8% | $2,405-80.4% |
| Participant deferral / active EE | $1,296 | $2,725-52.4% | $4,614-71.9% | $4,131-68.6% |
| Admin fee / account holder | $223 | $170+31.2% | $7,493-97.0% | $170+31.2% |