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 10-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $17,419 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,577 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,357 | $61,272-58.6% | $149,673-83.1% | $71,457-64.5% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.4pp | 67.9%+30.2pp |
| Annual return | 13.61% | 35.85%-22.2pp | 134.42%-120.8pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,865 | $2,378-21.6% | $4,818-61.3% | $2,588-27.9% |
| Participant deferral / active EE | $3,848 | $2,917+31.9% | $5,680-32.3% | $4,289-10.3% |
| Admin fee / account holder | $94 | $1,261-92.6% | $13,210-99.3% | $1,587-94.1% |