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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,128 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $15,986 |
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 | $46,779 | $61,156-23.5% | $185,823-74.8% | $79,386-41.1% |
| Participation rate | 60.5% | 66.6%-6.1pp | 81.7%-21.2pp | 70.7%-10.2pp |
| Annual return | 24.93% | 19.45%+5.5pp | 122.05%-97.1pp | 116.85%-91.9pp |
| Employer contribution / active EE | $705 | $2,321-69.6% | $5,167-86.4% | $2,427-71.0% |
| Participant deferral / active EE | $3,538 | $2,789+26.9% | $5,568-36.5% | $4,046-12.6% |
| Admin fee / account holder | $211 | $710-70.3% | $16,237-98.7% | $626-66.4% |