See peer percentile detail. $4.99 for your first month.
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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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,992 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $9,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,192 | $52,953-39.2% | $172,739-81.4% | $65,185-50.6% |
| Participation rate | 57.4% | 66.2%-8.8pp | 82.6%-25.3pp | 70.2%-12.8pp |
| Annual return | 23.83% | 30.12%-6.3pp | 802.84%-779.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $572 | $2,190-73.9% | $5,143-88.9% | $2,177-73.7% |
| Participant deferral / active EE | $2,638 | $2,471+6.8% | $5,198-49.2% | $3,514-24.9% |
| Admin fee / account holder | $187 | $472-60.3% | $13,954-98.7% | $847-77.9% |