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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,420 |
Filed as: MORGAN STANLEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,901 |
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 | $182,325 | $71,516+154.9% | $98,439+85.2% | $71,457+155.2% |
| Participation rate | 98.3% | 72.7%+25.6pp | 75.2%+23.1pp | 67.9%+30.4pp |
| Annual return | 14.73% | 32.41%-17.7pp | 21.16%-6.4pp | 28.85%-14.1pp |
| Employer contribution / active EE | $7,410 | $2,399+208.9% | $3,048+143.1% | $2,588+186.4% |
| Participant deferral / active EE | $7,793 | $4,109+89.7% | $4,738+64.5% | $4,289+81.7% |
| Admin fee / account holder | $178 | $1,675-89.4% | $8,948-98.0% | $1,587-88.8% |