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 9-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 | $289,181 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,529 | $82,917+59.8% | $103,333+28.3% | $77,643+70.7% |
| Participation rate | 98.7% | 71.6%+27.1pp | 74.5%+24.2pp | 70.6%+28.1pp |
| Annual return | 15.73% | 19.13%-3.4pp | 24.88%-9.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,647 | $3,552+2.7% | $3,868-5.7% | $2,726+33.8% |
| Participant deferral / active EE | $10,758 | $4,108+161.9% | $5,057+112.7% | $4,647+131.5% |
| Admin fee / account holder | $204 | $638-68.1% | $8,355-97.6% | $430-52.7% |