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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,835 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 1550 MARKET ST SUITE 600 · DENVER, CO 80202 | Advisory (Plan) | $52,622 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $49,792 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,748 | $46,292-37.9% | $143,757-80.0% | $64,808-55.6% |
| Participation rate | 92.7% | 64.2%+28.5pp | 80.3%+12.4pp | 71.5%+21.2pp |
| Annual return | -13.71% | -10.05%-3.7pp | -0.04%-13.7pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,632 | $1,910-14.5% | $4,951-67.0% | $2,506-34.9% |
| Participant deferral / active EE | $3,222 | $2,646+21.8% | $5,637-42.8% | $4,310-25.2% |
| Admin fee / account holder | $172 | $154+11.7% | $14,673-98.8% | $188-8.5% |