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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $14,695 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,350 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,974 | $54,320-54.0% | $67,652-63.1% | $52,331-52.3% |
| Participation rate | 86.4% | 73.6%+12.8pp | 75.7%+10.7pp | 68.1%+18.3pp |
| Annual return | 5.35% | 6.81%-1.5pp | 6625.04%-6619.7pp | 4.54%+0.8pp |
| Employer contribution / active EE | $1,807 | $1,544+17.1% | $2,266-20.2% | $1,882-4.0% |
| Participant deferral / active EE | $3,545 | $2,950+20.2% | $3,560-0.4% | $3,022+17.3% |
| Admin fee / account holder | $55 | $527-89.5% | $4,821-98.9% | $592-90.7% |