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 8-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 | $87,379 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $53,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,387 | $80,724+117.3% | $103,333+69.7% | $74,495+135.4% |
| Participation rate | 80.0% | 65.7%+14.3pp | 74.5%+5.5pp | 67.2%+12.8pp |
| Annual return | 15.38% | 27.56%-12.2pp | 24.88%-9.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,763 | $3,157-12.5% | $3,868-28.6% | $2,623+5.4% |
| Participant deferral / active EE | $7,587 | $3,860+96.5% | $5,057+50.0% | $4,346+74.6% |
| Admin fee / account holder | $520 | $2,368-78.0% | $8,355-93.8% | $1,942-73.2% |