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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $257,157 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $17,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,071 | $106,236-6.7% | $112,228-11.7% | $64,808+52.9% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.1%+23.6pp | 71.5%+27.2pp |
| Annual return | -16.86% | -6.02%-10.8pp | 27.45%-44.3pp | 32.82%-49.7pp |
| Employer contribution / active EE | $3,417 | $3,166+7.9% | $3,635-6.0% | $2,506+36.4% |
| Participant deferral / active EE | $9,948 | $3,785+162.8% | $4,728+110.4% | $4,310+130.8% |
| Admin fee / account holder | $188 | $452-58.4% | $6,410-97.1% | $1880% |