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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,360 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $19,012 |
NATIONAL CEMENT COMPANY1 year Service code 49 · EIN 63-0664316 | Other Services | $7,000 |
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 | $186,176 | $66,310+180.8% | $93,606+98.9% | $65,185+185.6% |
| Participation rate | 96.0% | 74.0%+22.0pp | 75.8%+20.2pp | 70.2%+25.8pp |
| Annual return | 24.03% | 42.58%-18.5pp | 32.76%-8.7pp | 29.38%-5.4pp |
| Employer contribution / active EE | $7,137 | $2,012+254.7% | $2,718+162.6% | $2,177+227.9% |
| Participant deferral / active EE | $7,667 | $3,342+129.4% | $4,069+88.5% | $3,514+118.2% |
| Admin fee / account holder | $207 | $6,897-97.0% | $7,888-97.4% | $847-75.6% |