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 BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $17,250 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,029 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,821 | $55,415-44.4% | $155,509-80.2% | $74,495-58.6% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 10.49% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,671 | $2,267-26.3% | $4,672-64.2% | $2,623-36.3% |
| Participant deferral / active EE | $3,301 | $2,836+16.4% | $5,626-41.3% | $4,346-24.0% |
| Admin fee / account holder | $103 | $1,738-94.1% | $15,912-99.4% | $1,942-94.7% |