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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $190,447 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $150,000 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 66-0558530 | Accounting | $56,772 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,863 | $129,021-14.8% | $184,203-40.4% | $77,643+41.5% |
| Participation rate | 97.7% | 87.3%+10.4pp | 86.8%+10.9pp | 70.6%+27.2pp |
| Annual return | 12.66% | 33.27%-20.6pp | 28.81%-16.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $3,873 | $4,413-12.2% | $6,427-39.7% | $2,726+42.1% |
| Participant deferral / active EE | $9,119 | $7,297+25.0% | $9,131-0.1% | $4,647+96.2% |
| Admin fee / account holder | $256 | $254+0.9% | $13,901-98.2% | $430-40.5% |