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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $144,030 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $129,317 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PWC LLP PUERTO RICO Service code 10 · EIN 66-0558530 | Accounting | $25,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,508 | $71,802-26.9% | $133,980-60.8% | $57,658-8.9% |
| Participation rate | 95.3% | 85.5%+9.8pp | 87.1%+8.2pp | 70.2%+25.1pp |
| Annual return | 11.35% | 13.51%-2.2pp | 29.30%-17.9pp | 5.13%+6.2pp |
| Employer contribution / active EE | $1,746 | $3,161-44.8% | $5,211-66.5% | $1,974-11.5% |
| Participant deferral / active EE | $4,243 | $4,606-7.9% | $6,282-32.5% | $3,061+38.6% |
| Admin fee / account holder | $197 | $88+124.8% | $9,324-97.9% | $95+108.4% |