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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,143 |
Filed as: MORGAN STANLEY & CO. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,282 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,055 | $92,055-53.2% | $106,213-59.5% | $77,643-44.5% |
| Participation rate | 98.1% | 81.0%+17.1pp | 75.3%+22.8pp | 70.6%+27.5pp |
| Annual return | 11.59% | 17.91%-6.3pp | 116.14%-104.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $2,052 | $3,367-39.1% | $3,171-35.3% | $2,726-24.7% |
| Participant deferral / active EE | $2,661 | $5,386-50.6% | $5,016-47.0% | $4,647-42.7% |
| Admin fee / account holder | $208 | $219-4.8% | $11,033-98.1% | $430-51.6% |