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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,715 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $7,141 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $24,287 | $48,576-50.0% | $169,463-85.7% | $56,287-56.9% |
| Participation rate | 99.4% | 65.8%+33.6pp | 77.8%+21.6pp | 69.9%+29.6pp |
| Annual return | -6.88% | -2.51%-4.4pp | 1.83%-8.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,925 | $1,559+23.5% | $4,159-53.7% | $2,111-8.8% |
| Participant deferral / active EE | $3,620 | $3,275+10.5% | $5,277-31.4% | $3,350+8.1% |
| Admin fee / account holder | $179 | $435-58.8% | $9,109-98.0% | $521-65.6% |