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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $251,394 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $150,000 |
Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 66-0558530 | Accounting | $101,468 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,041 | $111,491-13.0% | $189,513-48.8% | $86,799+11.8% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.8%+8.7pp | 72.3%+24.2pp |
| Annual return | 17.34% | 83.50%-66.2pp | 555.15%-537.8pp | 97.91%-80.6pp |
| Employer contribution / active EE | $4,754 | $3,951+20.3% | $6,162-22.8% | $2,405+97.6% |
| Participant deferral / active EE | $7,085 | $6,437+10.1% | $8,221-13.8% | $4,131+71.5% |
| Admin fee / account holder | $341 | $189+80.7% | $12,045-97.2% | $170+101.1% |