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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,253 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $8,060 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,420 | $59,159-43.5% | $159,960-79.1% | $66,914-50.1% |
| Participation rate | 95.6% | 68.1%+27.5pp | 78.0%+17.7pp | 69.8%+25.8pp |
| Annual return | -18.26% | -12.26%-6.0pp | 408.60%-426.9pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,825 | $1,983+42.4% | $4,226-33.2% | $2,544+11.0% |
| Participant deferral / active EE | $5,828 | $4,395+32.6% | $6,182-5.7% | $4,237+37.6% |
| Admin fee / account holder | $267 | $591-54.9% | $8,698-96.9% | $593-55.1% |