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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $207,370 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $127,500 |
PRICEWATERHOUSECOOPERS LLP5 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 66-0558530 | Accounting | $57,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,191 | $131,799-5.0% | $200,582-37.6% | $85,563+46.3% |
| Participation rate | 97.0% | 87.9%+9.1pp | 86.9%+10.1pp | 66.0%+31.0pp |
| Annual return | 15.80% | 21.59%-5.8pp | 42.33%-26.5pp | 31.51%-15.7pp |
| Employer contribution / active EE | $6,322 | $4,532+39.5% | $6,419-1.5% | $2,654+138.2% |
| Participant deferral / active EE | $10,070 | $7,702+30.7% | $9,331+7.9% | $4,375+130.2% |
| Admin fee / account holder | $209 | $235-11.2% | $16,305-98.7% | $834-75.0% |