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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,271 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $24,128 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $6,522 |
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 | $56,861 | $52,122+9.1% | $104,294-45.5% | $64,808-12.3% |
| Participation rate | 35.3% | 56.0%-20.8pp | 73.3%-38.0pp | 71.5%-36.2pp |
| Annual return | -16.50% | 13.26%-29.8pp | 24.61%-41.1pp | 32.82%-49.3pp |
| Employer contribution / active EE | $469 | $1,627-71.2% | $3,372-86.1% | $2,506-81.3% |
| Participant deferral / active EE | $1,223 | $2,823-56.7% | $4,625-73.5% | $4,310-71.6% |
| Admin fee / account holder | $218 | $155+41.0% | $7,339-97.0% | $188+16.1% |