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 6-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $297,945 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES, INC. Service code 49 · EIN 51-0116113 | Other Services | $87,848 |
SHBU LIFE AGENCY INC1 year Filed as: SHBU LIFE AGENCY, INC. Service code 49 | Other Services | $28,711 |
Service code 49 · EIN 38-3220894 | Other Services | $22,151 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY, INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
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 | $51,373 | $130,141-60.5% | $86,677-40.7% | $77,904-34.1% |
| Participation rate | 91.9% | 85.9%+6.0pp | 76.6%+15.4pp | 73.7%+18.3pp |
| Annual return | -1.68% | -12.75%+11.1pp | 35.91%-37.6pp | 12.21%-13.9pp |
| Employer contribution / active EE | $2,517 | $3,220-21.8% | $2,836-11.3% | $2,848-11.6% |
| Participant deferral / active EE | $4,127 | $5,757-28.3% | $4,656-11.4% | $4,806-14.1% |
| Admin fee / account holder | $161 | $132+21.8% | $7,493-97.9% | $133+21.1% |