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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $249,272 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $150,000 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 66-0558530 | Accounting | $50,644 |
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 | $84,921 | $86,897-2.3% | $151,611-44.0% | $64,808+31.0% |
| Participation rate | 97.9% | 87.3%+10.6pp | 87.5%+10.4pp | 71.5%+26.4pp |
| Annual return | -14.20% | -3.57%-10.6pp | 3.33%-17.5pp | 32.82%-47.0pp |
| Employer contribution / active EE | $5,766 | $4,010+43.8% | $6,166-6.5% | $2,506+130.1% |
| Participant deferral / active EE | $8,060 | $6,690+20.5% | $8,363-3.6% | $4,310+87.0% |
| Admin fee / account holder | $301 | $153+97.0% | $11,616-97.4% | $188+60.5% |