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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $281,511 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $18,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,074 | $92,971+24.9% | $96,683+20.1% | $74,419+56.0% |
| Participation rate | 98.7% | 71.5%+27.2pp | 74.3%+24.4pp | 70.7%+28.0pp |
| Annual return | 20.06% | 37.49%-17.4pp | 35.69%-15.6pp | 34.38%-14.3pp |
| Employer contribution / active EE | $3,495 | $3,426+2.0% | $3,737-6.5% | $2,637+32.5% |
| Participant deferral / active EE | $10,229 | $3,970+157.6% | $4,878+109.7% | $4,528+125.9% |
| Admin fee / account holder | $206 | $633-67.5% | $6,730-96.9% | $348-40.8% |