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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $198,718 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $117,000 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 66-0558530 | Accounting | $47,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,612 | $100,227-3.6% | $169,993-43.2% | $74,419+29.8% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.0%+10.5pp | 70.7%+26.8pp |
| Annual return | 17.45% | 66.08%-48.6pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,621 | $4,263-15.1% | $6,785-46.6% | $2,637+37.3% |
| Participant deferral / active EE | $8,583 | $7,143+20.2% | $10,408-17.5% | $4,528+89.5% |
| Admin fee / account holder | $236 | $234+0.5% | $12,815-98.2% | $348-32.3% |