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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,127 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $7,371 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $28,124 | $62,132-54.7% | $185,823-84.9% | $73,488-61.7% |
| Participation rate | 96.4% | 67.8%+28.5pp | 78.0%+18.3pp | 70.7%+25.7pp |
| Annual return | 17.97% | 20.44%-2.5pp | 35.95%-18.0pp | 28.51%-10.5pp |
| Employer contribution / active EE | $2,010 | $1,681+19.6% | $4,087-50.8% | $2,270-11.4% |
| Participant deferral / active EE | $4,115 | $3,711+10.9% | $5,632-26.9% | $3,740+10.1% |
| Admin fee / account holder | $174 | $419-58.5% | $9,500-98.2% | $513-66.1% |